Our Firm

The associates and staff of Cornerstone Planning Group have more than 90 years of combined experience in insurance and financial services.  We focus on the preservation, protection and distribution of our clients wealth.  We work with high net-worth individuals, small business owners, physicians and other professionals, helping them to create financial strategies to build, protect and transfer wealth.  Our business focuses on the areas of asset accumulation and protection, and retirement and estate planning strategies, providing financial needs analysis, life insurance, annuities and investments.  Additionally, for small business owners and physicians in private practice, we offer business insurance, executive benefit and deferred compensation plans, business continuation and succession planning.

Cornerstone Planning Group works with clients' CPAs and attorneys clients to form a coordinated team of professionals to assist them with their financial needs. Additionally, the associates offer financial education and services to the clients of CPAs and attorneys, and offer CPAs continuing education courses.

By choosing Equitable Advisors, the associates of Cornerstone Planning Group have the added support of a leading financial protection and wealth management firm. They also have qualified for membership in the company’s Paramount Planning Group (PPG). The Paramount Planning Group is comprised of the most distinguished, innovative and respected financial professionals affiliated with Equitable Advisors who meet certain eligibility requirements. PPG members are highly experienced at meeting the special needs of affluent individuals, corporate executives and business owners, offering strategies to help clients work toward their financial goals.