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SOONER STATE

MARKET UPDATE

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TUNE IN TO

SOONER STATE

MARKET UPDATE

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GET TO KNOW DEREK.

THE CORNERSTONES

USED TO BUILD YOUR ROCK SOLID RETIREMENT PLAN

In architecture, the “Cornerstone” is the first stone or stones set into place on which the building is constructed. In Christianity for example, Jesus is The Cornerstone. He is the foundation on which the entire Christian faith is build. Simply put, without Cornerstone(s), the “building” will inevitably come crashing down.

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Too often people come into our offices with either no plan at all, or one that is outdated, inefficient and ineffective.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!

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YOUR RETIREMENT PLAN NOW

YOUR ROCK-SOLID RETIREMENT PLAN

DEFINE YOUR CORNERSTONE.
DESIGN YOUR FUTURE.

CORNERSTONE 1: EVALUATE

  • Your Objectives
  • Your Risk Tolerance
  • Your Income Needs
  • Your Current Investments
wealth management concept, business man and team analyzing financial statement for planning financial customer case in office
High rise office under construction on sunny day

CORNERSTONE 2: MITIGATE

  • Inflation Risk
  • Market Risk
  • Black Swan Risk
  • Legislative Risk
  • Longevity Risk
  • Tax Risk
  • Sequence of Returns Risk

CORNERSTONE 3: GENERATE

  • Income that lasts as long as you do
Laying cement pavement on a walkway with a rubber hammer and gloves on a sand. House improvement.
Two red stones among the gray stones, which are stacked one on the other.

CORNERSTONE 4: DISSEMINATE

  • Your legacy as efficiently as possible

DEFINE YOUR CORNERSTONE.
DESIGN YOUR FUTURE.

wealth management concept, business man and team analyzing financial statement for planning financial customer case in office

CORNERSTONE 1: EVALUATE

  • Your Objectives
  • Your Risk Tolerance
  • Your Income Needs
  • Your Current Investments
High rise office under construction on sunny day

CORNERSTONE 2: MITIGATE

  • Inflation Risk
  • Market Risk
  • Black Swan Risk
  • Legislative Risk
  • Longevity Risk
  • Tax Risk
  • Sequence of Returns Risk
Laying cement pavement on a walkway with a rubber hammer and gloves on a sand. House improvement.

CORNERSTONE 3: GENERATE

  • Income that lasts as long as you do
Two red stones among the gray stones, which are stacked one on the other.

CORNERSTONE 4: DISSEMINATE

  • Your legacy as efficiently as possible

THE CORNERSTONE ROCK SOLID RETIREMENT PLAN 5-STEP PROCESS

Our fiduciary advisors will guide you through a 5-step process to make your Rock-Solid Retirement Plan a reality.

STEP 1: DISCOVERY

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.

STEP 2: DIAGNOSIS

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.

STEP 3: DIRECTION

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!

STEP 4: DESTINY

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)!

Aerial View of Oklahoma City Capitol Building

YOUR FOUNDATION.
YOUR FUTURE. OUR EXPERTISE.

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 SWANSleep Well At Night!

Under construction high-rise building, Beijing, China

DEREK COLTON

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.

Derek Colton
Derek Colton

MEET THE TEAM.

Skylar Anderson

Associate Advisor

Edmond native Skylar Anderson is a graduate of Baylor University and holds a Master of Divinity degree from Southeastern Seminary. After spending several years helping to start churches in North Carolina and Colorado, Skylar moved his family back to his Edmond to pursue a career as an advisor at Cornerstone Retirement Solutions. He and his wife, Meredith, have three sons — Benjamin, Samuel, and Josiah — and they’re active members at Bridgeway Church in Oklahoma City. In addition to their family time together, Meredith loves volunteering at church and the boys’ schools, and Skylar devotes most of his free time to Baylor Sports, the Denver Broncos, and BBQ.

David McBride

Founder of McBride & Associates, P.C.

David McBride is founder and president of McBride & Associates, P.C. where he practices in estate planning, trusts and wills, business planning, probate, and bankruptcy. Mr. McBride took his undergraduate degree in electrical engineering from the University of Oklahoma. He has studied law at the University of Oklahoma College of Law and at Queen’s College, Oxford, England. During his legal education, Mr. McBride was honored with numerous scholarly awards for his academic achievements and his superb legal writing skills including the Harry Alley-Leroy Allen Prize, the Frank C. Love Memorial Scholarship, ASCAP/Nathan Burken Memorial Prize, and the American Jurisprudence Award for International Law. He was also a member of the Oklahoma Law Review and served as an editor. Over the last 25+ years his skills and expertise have been in high demand for both his clients and other attorneys alike. He regularly speaks to church and civic groups on trusts and estate planning. He also teaches educational seminars in probate and estate planning to other attorneys and legal professionals. He lives in Edmond with his wife and son.

Katelyn Garcia

Operations Manager

Katelyn Garcia is our Operations Manager which covers a multitude of critical details of our organization. Katelyn is responsible for managing both the operations process, planning, and control; and operations strategy. People often say, “Don’t sweat the small stuff.” Well, someone has to, and Katelyn is trustworthy in taking care of all the details so our clients have a great experience.
Katelyn and her husband, Colton, make their home in Edmond, Oklahoma where they are members of Henderson Hills Baptist Church. Colton proudly serves in the United States Army National Guard. Katelyn and Colton have a 2-year-old son, Derek Jay (DJ) whom they named after Katelyn’s dad, Derek Jay Colton. They also just welcomed a baby girl, Sophia. Katelyn is a person that will actually admit that she likes to watch TV and describes herself as an old soul, enjoying the simplicity of being a wife and mother.

Penny Colton

Customer Relations

Anyone who has ever met Penny knows that she is the ultimate people person who loves interacting with and serving clients. But Penny is also involved in many other aspects of Cornerstone Retirement operations from planning client events, to greeting and registering workshop attendees and client correspondence.
Penny’s passion is serving as a CASA (court appointed special advocate) volunteer, where she advocates for abused and neglected children.
Penny and Derek have been married for 39 years. She is the proud mother of 5 daughters, who have blessed her with and 6 grandchildren.

Nikki Muse

Team Specialist

As team specialist, Nikki Muse is responsible for client outreach, marketing administration and technical support. Prior to coming on board at Cornerstone Retirement, Nikki spent several years in the technology sector as a representative for two of the major cell carriers. During this time, Nikki gained valuable experience in the areas of customer service and electronic and technical problem solving. While Team Specialist is her primary job function by day, Nikki adores being a wife and mother.
Nikki and her husband Chad have been married for five years and have a 17-year-old son, Luke and 3-year-old twin girls, Russlyn and Gabriella. Chad is an RN and has spent 17 years at LifeShare of Oklahoma where he specializes in organ recovery. Nikki and Chad make their home in Northwest Oklahoma City and are members of Memorial Road Church of Christ.

EVENTS

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

Nequam eastis ma sam que magnim quias doluptam quod magimet faccus et eturia vendest, cus magnis nis maio idusda quos nia imin reictate

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Have a Question?

We believe in old world relationships. Let’s meet in person. Fill out the form below & We Will Contact You!

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2451 S. Kelly, Suite #150
Edmond, OK 73013
405.444.9067 | [email protected]