USED TO BUILD YOUR ROCK SOLID RETIREMENT PLAN
At CRS, we build personalized Rock-Solid Retirement Plans based on four cornerstones, each of which make a distinct contribution to the stability and longevity of your retirement.
Too often people come into our offices with either no plan at all, or one that is outdated, inefficient and ineffective. Their “retirement plan” is built on guesses, wishes and hoping for the best. In other words, their “retirement plan” is built on sand rather than the firm foundation that is created by the use of cornerstones.
On the following pages, we have laid out a brief description of the four cornerstones and the 5-step process we use to build your Rock-Solid Retirement Plan. Once complete, your plan can provide you with security, freedom, confidence, and peace of mind as you journey through retirement!
YOUR RETIREMENT PLAN NOW
YOUR ROCK-SOLID RETIREMENT PLAN
Our fiduciary advisors will guide you through a 5-step process to make your Rock-Solid Retirement Plan a reality.
For us to be able to serve you well, it’s crucial that we trust one another and have shared values. Our first meeting is purely informational so we can both discover how to have a fruitful relationship moving forward.
Based on the information we learn during our discovery meeting, we’ll do an in-depth portfolio analysis and initial Rock-Solid Retirement Plan draft, including preliminary recommendations for each of the Cornerstones.
At your direction, we will begin the process of implementing your Rock-Solid Retirement Plan. You’ll find no high-pressure sales tactics at Cornerstone Capital. What you will find, is that we’re here to answer questions or concerns, clarify or adjust your plan, and start the document processing when you’re ready!
The day your retirement is secured and your plan activated is monumental! You’ll have confirmations of plan activation, log-in information for your various accounts, you’ll finalize your documents and celebrate your future with your family. Congratulations on your decision to start SWANNING (Sleeping Well At Night)!
Our goal is to help ensure you have a holistic, individual plan involving lifestyle preservation, asset protection, extended care solutions, health care, and estate planning, while maximizing tax efficiency. Our priority is protecting your assets and allowing them to grow without unnecessary risk, so you can feel comfortable in your retirement. In a word, our primary objective is to help you SWAN–Sleep Well At Night!
PRESIDENT, INVESTMENT ADVISOR
Long-time radio & television host of the Sooner State Market Update, bestselling author, and President & Founder of Cornerstone Capital Management, Derek Colton enjoys helping clients from all walks of life to protect and grow their hard-earned retirement money.
Derek likes to “brag” that as a layman, he made every investing mistake known to man-some of them many times. As a young man, those costly mistakes encouraged Derek to educate himself on the intricacies of the financial markets and the pros and cons of various financial products and investment strategies.
As a result of what he learned in the process, Derek was inspired to help others avoid the investing blunders he made early on. These experiences were ultimately the genesis of Cornerstone Capital Management, a retirement and investment planning firm. This gave Derek the opportunity to use his experience to assist his clients in the planning of, sustaining, and enjoying a secure retirement.
Some of the strategies Derek employs allow for participation in market gains without the risks of market loses. A risk some of his clients would rather do without.
Derek, his wife of 40 years, Penny, their 5 daughters (yes, 5 daughters!), 3 sons-in-law and 7 grandchildren (and counting), all make their home in the Oklahoma City area, where Derek and Penny are active members of Henderson Hills Baptist Church.
UPCOMING EVENTS
More events are on the way! Check back soon for more information.
PAST EVENTS
January 1, 2023
00:00p – 00:00p
Location
Retirement Planning Workshop
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January 1, 2023
00:00p – 00:00p
Location
Retirement Planning Workshop
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Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
