Solutions To Match Your Needs

What We do - At A Glance

– Ensure your life savings are protected
– Ensure the income you need for retirement will last throughout your lifetime
– Ensure that you are financially prepared should you find yourself with deteriorating health
– Ensure that the money you do not consume during your lifetime passes tax-free and probate-free to those you love the most
– Ensure that you pay the lowest rate of tax on the least amount of money

Estate Planning

Perhaps the most important thing you can do for your loved ones is to have a well organized and thought through estate plan. 

In her book, The ULTIMATE RETIREMENT GUIDE FOR 50+, Suze Orman says, “A living trust is the most important document you can have, BARNONE!”
Let Cornerstone Capital Management and the legal expertise and experience of Kevin Calvey help assess your individual situation.  Peace of mind is invaluable. 

Estate planning services include:
  • Wills, trusts, financial power of attorney, healthcare directives
  • Oklahoma probate process and costs
  • Caring for a disabled child or adult family member
  • Creditor protection
  • Appointing an estate manager
  • Asset distribution at death

Retirement Income

Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.

Asset Protection

Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward.

Extended Care Solutions

Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, so a plan to address these astronomical costs should be included in every solid retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.