A Retirement Plan
That Serves You
Whether you’re facing a sudden job change or you’re several years from retirement, the decisions you make now could impact your benefits for decades.
From timing to taxes, Cornerstone Financial Solutions can help you make informed decisions and confidently navigate all the pieces of your retirement strategy.
• Retirement dates and timing
• Distribution and withdrawal options
• Survivor benefits and pensions
• Coordination with Social Security and taxes
Download Avoiding Withdrawal Pitfalls
The ChFEBC℠ mark is the recognized standard of excellence for federal employees. Federal Seminars and ChFEBC℠, Inc. owns the symbol marks ChFEBC℠, Chartered Federal Employee Benefits Consultant℠ and ChFEBC℠ logo in the U.S.
Raymond James and Cornerstone Financial Solutions are independent from, and are not affiliated with, or endorsed by, the U.S. Government, the Federal Employee Retirement System, or any other Federal Government-sponsored benefits programs or retirement plans. Clients should consult their plan administrator for detailed plan information.
Gordon Wollman
MS-Financial Planning,
CFP®, ChFC, CMFC®, ChFEBCSM,
CRPS®, AWMA®, AAMS®
FOUNDER & CEO, CFS
WEALTH ADVISOR, RJFS
Jill Mollner
MBA, CFP®
BRANCH OPERATIONS MANAGER
WEALTH ADVISOR, RJFS
Andrew Ulvestad
CFP®, AAMS®
WEALTH ADVISOR
Jory Flanery
ASSOCIATE ADVISOR