Erik Thompson Financial Strategies

Welcome to Cornerstone Wealth Management, a trusted financial partner dedicated to guiding you on your journey towards financial well-being. We understand that choosing a financial planner who understands your unique needs and aspirations is as crucial as the investments themselves. Our certified financial planners cater to business owners, young professionals, families, and retirees, ensuring that you have a personalized plan to build and manage your wealth.

Our Team

Our team is led by Erik, a seasoned financial professional with a genuine passion for empowering clients. Erik's commitment to education and accessibility sets us apart, ensuring you have the knowledge and support needed to make intelligent investment decisions. Our team's collective expertise encompasses a wide range of specializations, allowing us to serve clients with diverse financial objectives.

Our Values

At Cornerstone Wealth Management, we are guided by three core values: Trust, Knowledge, and Accessibility. We believe that building strong, reliable relationships with our clients is essential. By taking the time to explain your options and helping you choose the best path, we ensure that you're well-equipped to make informed decisions about your financial future. Our team is committed to being readily available to answer your questions and address any concerns, fostering an ongoing dialogue that keeps you informed and in control of your investments.

Our Services

1. *Comprehensive Financial Planning*: We work closely with you to understand your financial goals, aspirations, and risk tolerance. Our customized plans are tailored to help you pursue your short-term and long-term objectives.

2. *Investment Management*: Our team utilizes a disciplined investment process to make informed decisions on your behalf, aligned with your unique goals and risk tolerance.

3. *Retirement Planning*: We help you navigate the complex world of retirement planning by providing advice on various aspects, including pension plans, 401(k) rollovers, Social Security, and annuities.

4. *Tax and Estate Planning*: We collaborate with your tax and legal professionals to ensure your wealth transfer strategies are aligned with your overall financial plan, aiming to minimize taxes and maximize the legacy you leave for your heirs.

5. *Risk Management*: Our team helps you identify potential threats to your financial well-being, providing guidance on insurance solutions that protect your family, assets, and income.

6. *Education Funding*: We assist you in understanding the various education funding options and creating a plan that fits your family's needs, helping you pursue your children's or grandchildren's educational aspirations.

At Cornerstone Wealth Management, we foster an ongoing relationship with our clients, ensuring we continue to support and guide you through each stage of life. We utilize a well-defined process to help you achieve your financial objectives:

• Meet: Our initial meeting revolves around understanding your unique financial situation, concerns, and aspirations.
• Create: Based on your specific goals, we develop a customized financial plan to help you pursue your objectives.
• Thrive: We implement your personalized plan and continually support you, ensuring your financial strategy remains aligned with your evolving life circumstances.

Our mission is to create a long-term plan that helps you pursue your financial objectives. We're dedicated to supporting you every step of the way, providing knowledge and guidance to foster intelligent investment decisions, even in the face of market fluctuations.

If you're ready to start building a strong financial future, schedule a complimentary appointment with one of our certified financial planners today.