317.947.7047 info@cornerfi.com

Our Services

Advice and Insights: We translate our clients’ personal values and goals into a strategy…

Meet Financial Needs

  • Live
  • Give
  • Owe
  • Grow
Attain Financial Wants

  • Family Events
  • Vacation Home
  • Hobbies and Leisure
  • Generosity
Living Out Values

  • Actions/Values Alignment
  • Impact Investing
  • Set Financial Finish Lines
  • Pouring into Community
Helping Children

  • Education Funding
  • Teaching about Money
  • Special Needs
  • Loans and Gifting
Assisting Parents

  • Long-term Care
  • Eldercare Counseling
  • Medical Expenses
  • Estate Review
Manage Health Costs

  • Health Savings Accounts
  • Long-term Care
  • Medicare Supplement
  • Employee Benefits
Clarify Vision

  • Financial Planning
  • Retirement Planning
  • Income Planning
  • Estate Planning
Smooth Life Transitions

  • Marriage/Divorce
  • Birth/Death
  • Assisted Living
  • Change of Residence
Family Emergency

  • Emergency Fund
  • Income Replacement
  • Due to Death
  • Due to Disability
Manage Resources

  • Good Steward
  • Asset Allocation
  • Risk Management
  • How Much is Enough
Tax Mitigation

  • Tax Advantaged Accounts
  • Asset Location
  • Tax Managed Investments
  • Tax Loss Harvesting
Protect Assets

  • Insurance
  • Business/Buy-Sells
  • Succession Plan
  • Defined Benefit plans
Execute Intentions

  • Trusts and Wills
  • Life Insurance
  • Titling of Assets
  • Medical Directives/POAs
Prepare Beneficiaries

  • Education
  • Consider Impact
  • Begin Now
  • Involve Family
Giving Back

  • Planning
  • Low-basis Investments
  • Tax-advantaged Gifts

Implementation: We can utilize a variety of accounts, investments, insurance
and other tactics to implement your financial objectives…

  • Investments
  • CD’s/Checking/Savings
  • 529s/Custodial
  • IRAs/Roths
  • Annuities: Fixed, Variable
  • Insurance: Life, Health, Disability, Long-term Care, Medicare Supplement
  • 401k/SEP’s/Defined Benefit
  • Trust Accounts
  • Mortgages: Traditional, Jumbo¹
  • REITs/1031s

Key Partnerships: Our Expert Team includes allied
professionals that help us implement strategies…

  • Accountants (CPA)
  • Business Attorney
  • Business Appraiser
  • Estate Planning Attorney
  • Eldercare Consultant
  • Life Insurance/Long-term Care Expert
  • Mortgage Broker
  • Real Estate Broker
  • Trustee and Fiduciaries

¹ These services would require coordination with third party professionals.

Cornerstone Financial Advisory, LLC

3815 River Crossing Parkway, Suite 100
Indianapolis, IN 46240
P: 317-947-7047
info@cornerfi.com

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Cornerstone Financial Advisory are not affiliated. This communication is strictly intended for individuals residing in the states of  CA, CO, FL, IN, MA, OH, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced. 

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Cornerstone Financial Advisory makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

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