Cornerstone Planning Group OKC

WELCOME!

We are a team of experienced financial professionals and staff WORKING TOGETHER FOR YOU. Combining a variety of backgrounds and experience, we serve financially your individual, family and business needs.

Our financial professionals are dedicated to helping individuals and businesses build their financial futures.

Our Approach

Rather than just recommending unrelated products, we consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you meet your goals. Then, if it is suitable, we will recommend the appropriate products and services to help you execute your strategy. We have good relationships with a variety of investment and insurance companies. Each financial professional is well trained and qualified and can advise on the best provider for your personal circumstances. We have made numerous commitments in financial education and financial management. Our clients are benefited with the foundation of protection, as well as tax efficiency and proper investment allocation to maximize growth of assets and income. Learn more by accessing our links above, below and to the side.

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A look into our practice

We focus on the preservation, protection, and distribution of our client’s 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. Another area of expertise and focus is on qualified retirement plans.

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EXPERIENCE

The associates and staff of Cornerstone Planning Group have more than 288 years of combined experience in insurance and financial services.

Holistic Approach

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

Strength through Unity

By choosing the associates of Cornerstone Planning Group you will 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.

Our Services

As leading financial professionals in Oklahoma City, we also handle financial services for businesses of all sizes including benefit plans and succession planning. We focus on IRA rollovers from 401k's and also handle other aspects of the 401k business. Our approach is to offer a fully integrated financial program that takes into account your goals and objectives. One valuable service we offer is seminars on financial planning for employees. As experienced financial professionals, we help our clients with all of the issues they might have throughout their lives and offer a wide variety of financial services.

If you are looking for a financial professional, our holistic approach can be valuable, especially for business owners who need financial professionals to handle both their business and their personal financial management.

Financial Planning

We can provide you access to investment services and thousands of mutual funds from over 50 investment companies, and products and services from over 100 insurance companies.

Retirement Planning

We have access to investment management services, mutual funds, and financial products from an abundant list of investment and insurance companies.

Education Planning

Worried about the future cost of education? Let us help you understand all of your options.

Insurance Planning

In these uncertain times, insurance provides us with an added layer of protection. Let's discuss your options.

Business Planning

Running a successful small business takes skill and determination, even in the best of times. But today's economy presents special challenges. With credit tight, you may need a way to ease cash flow, keep operating smoothly, and grow your business.

Tax Planning

At the same time, you want to enhance your savings. The more you can put away today, tax-deferred, the better your chance at looking forward to retirement tomorrow.

Our professionals offer you a wide range of planning products for every need. We've been working with families for over 150 years. Our stability and conservative approach have earned us respect, so you can move forward with confidence. We will be happy to assist you with all your personal and business retirement and financial planning needs.