Cornerstone Wealth Partners is a coaching company. We help families discover the value of their money so they can invest intentionally and without regret.
ABOUT US
© 2024 Cornerstone Wealth Partners.
All rights reserved.
LOCATION
5751 Byron Center Ave SW STE Y
Wyoming, MI 49519, USA
LEGAL
P: (616)-253-8868
E: Jordan@CornerstoneWealthPartners.com
Advisory Services offered through Cornerstone Wealth Partners, a registered investment adviser. We transact business in states where it is registered or exempt from registration. Information presented is for educational purposed only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
Other persons may analyze investments and the approach to investing from a different perspective than that reflected. Nothing included herein is intended to infer that the approach to investing espoused in our social media will assure any particular investment results.
Presentations conducted online pose a number of issues that in-person presentations do not. For example, it can often be difficult for a viewer to read the footnotes/endnotes to a presentation that was conducted live online on their computer monitor at home. Cornerstone Wealth Partners presentations often depict performance statistics (both actual and hypothetical) for educational purposes, and those sections often have a substantial amount of disclaimers. In recognition of this, Matson Money will provide any footnotes/endnotes to viewers upon request. Additional information can also be obtained from the Cornerstone Wealth Partners website as well as mutual fund prospectuses and other reports related to your investments. Cornerstone Wealth Partners will provide any GIPS composites or footnotes/endnotes to viewers upon request. Additional information, including GIPS composites referenced in presentations can also be obtained from the Matson Money website as well as mutual fund prospectuses and other reports related to your investments. All investing involves risks and costs and clients may experience a loss. Your advisor can provide you with more information about the risks and costs associated with specific programs. Your advisor is not affiliated with Matson Money, Inc. No investment strategy, including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.
Retired or close to it?
Stop overpaying in taxes and underperforming the market.
Let's get to know each other.
It never hurts to get a second opinion.
Specializing in Retirement Planning
Unlike many advisors, Jordan doesn't try to be all things to all people. Instead, his specific expertise is surrounding the unique needs of retirees or those within roughly 5 years of retiring.
We Do Tax Planning
Many advisors aren't willing or able to give tax advice. We incorporate careful tax minimization planning into all aspects of our services. It's not what you make, it's what you keep!
We're Independent
We are not affiliated with any banks, brokerages, or insurance companies meaning our advice is comprehensive and without the pressure to recommend certain products.
Clear & Fair Fee Structure
We are "fee-only", which means we don't sell products for commission and don't receive compensation from anybody but you. Our fee is clearly itemized on your quarterly statement.
We're Fiduciaries
Unlike many advisors or financial salespeople who are affiliated with banks, brokerages, or insurance companies, we're regulated as fiduciaries. This means we're sworn to ALWAYS act in YOUR best interest.
Experts on Social Security
We have in-depth knowledge of how to maximize Social Security benefits, which are likely to play a critical role in maximizing what is possible in retirement.
We're Credentialed
In addition to having relevant education, professional and academic experience, we have obtained industry designations focused on tax-smart retirement planning & investment management:
- CFP® - CERTIFIED FINANCIAL PLANNER™
- CKA® - Certified Kingdom Advisor
Our Investment Philosophy
Our investment portfolios are designed to match the returns from stock and bond markets. We recognize that attempting to beat the market is a losers game... (unless you're the one charging high fees to try!)
*If this isn't you, Jordan is still happy to have an introductory call as our firm has a full team of local fiduciary advisors specializing in various areas and phases of your investing & financial journey!