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Too often people come into our offices with either no plan at all, or one that is outdated, inefficient and ineffective.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

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 Military. Katelyn and Colton have three children, Derek Jay (DJ) whom they named after Katelyn’s dad, Derek Jay Colton, Sophia and Iris. 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.

Caleb Caldwell

Medicare Specialist

Caleb Caldwell is a dedicated professional with a passion for helping others. With 8 years of experience as a personal trainer, Caleb has developed a deep understanding of the importance of health, fitness, and well-being. His drive to support people in achieving their goals has led him to a new path as a Medicare Specialist, where he is committed to helping individuals navigate the complexities of Medicare and make informed decisions about their health coverage.
Outside of his career, Caleb is a proud husband to Makenzie and father to his energetic son Cruz, who are his biggest sources of joy and inspiration. A devoted member of Life Church, Caleb’s faith is at the center of his life and work. He is also a huge fan of OU football and the OKC Thunder, and enjoys cheering on his favorite teams whenever he gets the chance.
Whether through fitness or healthcare, Caleb’s passion for improving the lives of others shines through in everything he does.

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.

Beth Moulds

Administrative Assistant

Beth is Cornerstone Capital’s detail-oriented administrative assistant and a friendly first point of contact for many of our clients. Originally from Wichita, Beth now calls Oklahoma City home and proudly considers herself an Okie!
She is the loving mom of three grown, married children and enjoys spending time with her family, especially when it involves hosting cookouts or hunting for unique finds while antiquing. When it comes to sports, Beth enthusiastically cheers on the Kansas City Chiefs and the Oklahoma City Thunder. Thunder Up!
At Cornerstone Capital, Beth is well-versed in firm processes and plays a key role in supporting our advisors with day-to-day administrative responsibilities, helping ensure operations run efficiently and seamlessly. Her outgoing personality and genuine enjoyment of working with people make her a natural fit for interacting with clients and ensuring they feel welcome and well cared for.

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 | support@okcornerstone.com