What We Do!
We help business owners:
- Introduce Indiviaual & Family Health Insurace at Group Rates
- Benefit Strategies To Retain Top Talent
- Build Supplemental Tax-Free Pensions For Owners and Employees
Are Benefits Holding Your Business Back?
At Cornerstone, we’ve designed a smarter way! Benefits that your staff actually loves, incentive programs for retaining top talent, and protection from life's uncertainties.
Explore Our Tailored Solutions & Services
Affordable Health Benefits
Independent Health Insurance At Group Pricing.
We give small and mid-sized businesses access to Fortune 500-style healthcare — without the Fortune 500 price tag. Your employees get the protection they deserve, and everyone save money every month.
Employee Retention Solutions
Keep Your Best People Loyal.
Benefits aren’t just an expense — they’re a retention tool. Our plans act as “golden handcuffs” that reward employees for staying long-term while strengthening your business.
Tax-Free Retirement Planning
Smarter retirement strategies for owners and employees.
We design modern retirement plans that grow tax-free, protect against market loss, and create guaranteed lifetime income. Think of this as your own Personal Pension Plan.
Business Tax Advantage Strategies
Turn expenses into savings.
We help business owners use their benefits package to reduce tax liabilities, free up cash flow, and invest in long-term wealth-building strategies.
Testimonials
Jasmine Richards
Solid tax-free retirement strategies and exceptional Health benefits solutions. Cornerstone has genuinely improved our financial security and team satisfaction. Highly recommend!
Monica Chandler
Tried several wealth managers before; Cornerstone’s blend of retirement strategies and health benefits really stands out. Efficient and effective — a smart choice for my business.
Thomas Krazinski
Explored a few insurance options before; Cornerstone's personal attention to detail in their planning really stands out. Peace of mind with the right coverage.
FAQs
Get quick answers to your most pressing financial queries here.
What differentiates Cornerstone Benefits & Wealth from other financial services?
We focus on customized, client-centered solutions and a commitment to long-term relationships.
How do you ensure transparency in your process?
We ensure transparency by providing detailed explanations of all plans on and off the marketplace as well as annual reviews for every strategy put in place for you and your team.
Can Cornerstone Benefits & Wealth help me plan for my childrens future education?
Absolutely. We specialize in creating custom strategies to secure your childrens educational future. An
Is there a minimum investment amount required to begin with your wealth management services?
We suggest a minimum to start, but contact us to discuss your specific needs.
How does Cornerstone Benefits & Wealth handle market volatility
Our team uses strategies that make market volitility a thing of the past. Every account we work with is never affected from a market downturn. This means you never lose a dime if the market loses you only participate in the market gains.
Do you offer any digital tools for clients to track their Financial Progress
Yes, we offer a comprehensive digital platform where clients can view their funds, track their financial plan progress, and access valuable financial insights. This tool makes it easier to stay connected and informed about your financial health.