Pursue Greater Dreams
Achieve True Impact
Build Your Future on a Cornerstone
Founder & CEO, CFS
Wealth Advisor, RJFS
MS-Financial Planning, CFP®ChFC, CMFC®, ChFEBC®CRPS®, AWMA®, AAMS®
Gordon’s Story
My name is Gordon Wollman, founder and CEO of Cornerstone Financial Solutions. The inspiration to start Cornerstone happened on my dad’s farm when I began to see the importance of building the right foundation. As a business owner and part of a farming family, I understand what many of our clients, maybe even yourself, are facing when it comes to your financial future. That’s part of our story here – and I’d love to share it with you…
Yes, You Can Dream, Build, and Lead the Life You Want.
We Help Make that Possible with The Cornerstone Experience™
1
We help uncover the greater possibilities available that give you the confidence to pursue greater dreams. We want your plan to create meaningful outcomes in your life.
2
A Cornerstone is a solid plan in which ALL the moving pieces of your wealth are planned for and working together cohesively so nothing falls through the cracks.
3
After developing a Cornerstone Plan, we empower you with the leadership tools to carry your dreams forward with confidence, excellence, and a sense of purpose.
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Key Insights from Cornerstone’s Investment Committee Q1 2025
How will market trends, interest rates, and global events shape Q2? Insights and proactive market strategies from Cornerstone’s Investment Committee help you stay informed and prepared. Read the latest summary.
Tax-Deferred Investment Mistakes
Learn how to avoid costly mistakes in your tax-deferred investments. Grow your retirement savings, avoid penalties, and maximize 401(k)s & IRA the smart way. Don’t let missteps derail your financial future!
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