Welcome to Cornerstone Financial Strategies

Cornerstone Financial Strategies offers values-based, comprehensive financial services while being committed to helping you pursue long-term financial success. Our customized programs strive to help protect, grow and conserve your wealth by delivering an unprecedented level of personalized service and expertise.

Because we believe there are things in life that are more important than money, we will ensure that every financial decision you make for the rest of your life will be completely aligned with your most important goals and your most deeply held values.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information about our firm, please feel free to email us or call us at (253) 756-2003 . We look forward to serving you.

PBS Interviews
On Sunday, March 9th, 2014, the Cornerstone Team supported our local PBS affiliate KBTC by hosting a pledge drive. The pledge drive highlighted Ed Slott’s Retirement Rescue program. The in-studio special guest along with Cornerstone was Ed Slott himself. Ed is nationally recognized as “America’s IRA Expert,”a professional speaker, and the creator of several public television specials, including the most recent, Ed Slott’s Retirement Rescue!

KBTC On Air Interview with Cornerstone’s Brad Berger CFP®, CLF®:

 

KBTC On Air Interview with Cornerstone’s Michael Pickles MBA: