Honoring All on Mother’s Day

Honoring All on Mother's Day

On behalf of everyone at Cornerstone Financial Solutions, happy Mother’s Day! It’s not uncommon to hear people describe their mom as “The Best Mom Ever” and proudly present her with a personalized coffee cup or trophy. But Mother’s Day can also be a difficult day for some people, and we want to try to honor all the ways this complicated day affects people.

If this is your first Mother’s Day without your mom – our hearts are with you as you find new traditions to continue celebrating her. Whether you plant flowers in her honor, enjoy brunch at her favorite restaurant, or spend an afternoon on her favorite lake, we know she is in your thoughts on this day.

If you have little ones and think some quiet time alone would be a great gift, we see you. We know you’re exhausted and have probably run out of ideas about what to cook for dinner. Your capacity for love inspires us, and our fingers are crossed that you get the nap you so greatly deserve.

If you’re celebrating via Zoom because your kids live too far away to give you a hug in person, we are ready and waiting to help! We’d love to hear about your children and deliver the hug they aren’t able to give you in person. Stop at the office and say hello.

For foster moms and adoptive moms who are making a difference in the most tangible way imaginable, we are in awe of your willingness to open your hearts and homes.

For the women who thought they’d be a mom by now, but that isn’t how life has played out, you are not forgotten. Give yourself the self-care you need today, in whatever form that may be.

 To the mommas whose babies are waiting for you in Heaven – you are in our thoughts and hearts more than ever on this day. We can’t even begin to imagine the pain you have endured.

 And for those of you for whom this day evokes painful memories, we wish you nurturing relationships to help heal and mend your heart.

 Wherever your heart is this Mother’s Day, we are grateful for you. We are here if you need a shoulder to cry on or an ear to speak to, and look forward to many years of celebrating life’s triumphs and heartaches with you as friends.

     

    CSP #487144 Exp 2025.05.06 

    Follow us on Facebook

    Facebook - like or follow?

     

    HAVE YOU EVER WONDERED WHETHER IT’S BETTER TO FOLLOW OR LIKE A FACEBOOK PAGE?

    Our team uses Facebook to share insights on financial planning, keep you updated on what’s happening in the Sioux Falls and Huron offices, announce upcoming events, remind you of office closings, and more. If you’ve already hit the “like” button on Cornerstone’s page, thank you! It’s a fantastic way to connect with the #CornerstoneCommunity.

    So what’s the difference between following a page and liking a page?

    When you like our page, Facebook simply notes your interest and may display our posts in your news feed. Facebook also utilizes this data to tailor the advertisements you see.

    When you follow our page, you tell Facebook you want to see our posts and page updates – not just that you’re interested in the topic.

    You can also see more of our posts by liking, sharing, or commenting on content.

    You can configure your Facebook account settings to organize posts based on posting time and day. But where a post shows up in your feed is also influenced by the level of engagement it garners. Posts with higher likes, comments and shares get priority, while those with less engagement may be pushed lower down the feed.

    We appreciate the Facebook platform as a way to connect and cultivate the #CornerstoneCommunity because helping you build a retirement plan as distinctive as your life story is about more than just financial insights. It’s about shared values, decisions that connect with your bigger life goals, and tailored planning that can benefit your family for generations.

    Follow our Facebook page to keep up with what’s happening in Cornerstone’s Huron and Sioux Falls offices. facebook.com/CornerstoneFinancialSolutionsInc/

      HOW TO FOLLOW A COMPANY’S BUSINESS PAGE AND INVITE YOUR FRIENDS!

      Go to the page

      • Click on the three dots on the right side of the page near the top, under Like and Search
      • Choose “Follow”

      OR – Invite your friends to follow a company’s business page

      • Click on the three dots
      • Choose Invite Friends
      • Click the box next to the friends you want to invite or choose “Select All”

      NOT A CORNERSTONE CLIENT?

      If you have questions about your financial plan please contact us today to schedule a complimentary, no obligation review with one of our advisors. Call 605.357.8553 or email cfsteam@mycfsgroup.com.

      CSP #451049 Exp 2025.03.27. 

      Ulvestad Family Welcomes Baby Theo!

      "I know you are scared."

      Thankful to work with the best professionals in the area and introduce baby Theo! 

      Your unique aspirations are the heart of the Cornerstone Experience®, a personalized journey to craft a clear vision and help you tailor a strategic financial plan to dream, build, and lead your life. As your trusted partner we are dedicated to cultivating an extraordinary relationship with you. Transparency, trust, mutual respect, and open communication helps ensure you understand the value you’re receiving every step of the way.

      As I approach my five-year work anniversary, my work family and our team’s dedication to delivering lasting value means more than ever. Our diverse and talented team continues to advance our comprehensive systems and processes, leaving nothing to chance as we help you navigate complex financial situations and pursue your financial goals. Our internal Investment Committee, backed by data and meticulous planning, helps ensure a high level of conviction in our strategies.

      Cornerstone requires wealth advisors to hold the CFP® (Certified Financial Planner) designation or to be working to complete the rigorous certification process. The CFP® designation is considered the standard of excellence in financial planning. Gordon (Wollman) earned his CFP® certification in 2000, Jill (Mollner) in 2006, and I am currently working to complete the CFP® testing, a process that typically takes 18-24 months.

      Forbes recognized our team on their Best in State Wealth Management Teams list earlier this year, a testament to our exceptional service and commitment to you. Gordon has been recognized in prestigious publications such as the Barron’s Top 1200 Advisor list and Forbes Best in State Wealth Advisor list, underscoring his expertise and leadership in the wealth management industry. You can find details of these and other recognitions here.

      My wife, Tara, and I have reflected on a few of these principles since her 20-week ultrasound for our baby a few months ago. At that appointment we learned the baby was healthy, but Tara was battling a serious condition that could cause premature labor. Forgive me for not going into detail, the talk of anything medical makes me queasy!

      The doctor, knowing how worried we were, put her hand on Tara’s and said “I know you are scared. I want you to know that I am one of the few doctors in the state who specializes in these cases.” That single sentence gave us confidence we were working with the right person.

      On September 2nd, during Tara’s second extended stay in the hospital, the doctor told us waiting to deliver was simply too high-risk. So, despite Tara being only 32 weeks along, things were set in motion for us to have a baby the following day. We met with specialists from multiple departments and learned that Tara would be put to sleep to have the baby via C-section, immediately followed by a major surgery. I’m somewhat embarrassed to say I passed out during this discussion. Did I say medical talk makes me queasy? Hospital staff had to bring me water and a cold wet towel. Thankfully, my wife is stronger than I am!

      We met again with the doctor from Tara’s ultrasound. She told us they’d lined up the very best people in each department and assured us we’d be getting the best care possible. Everything would be focused on Tara since no other major surgeries were planned.

      At 6:30am the next morning I walked with Tara to the testing required before surgery. When she and I hugged goodbye, we didn’t know if we’d ever see each other again. I wasn’t allowed in the operating room because of the number of people involved in the surgery, so staff walked me to a waiting room and explained I’d get updates via text message. I didn’t know what to expect over the next couple of hours.

      At 7:32am I got the first text message – the operation had begun. At that point, I had already covered a mile, anxiously pacing the waiting room. Being early Sunday morning, it was just me and a staff member working at a computer.

      About 5 minutes later I received another text that the operation was going well. Then, no news for over an hour. What had happened? I hadn’t asked what text updates I would get if things didn’t go well! The staff member at the computer hadn’t heard anything either and went to find someone in the operating room. They came back to announce we had a healthy baby boy at 7:46am (September 3rd). I was able to see a sleeping Baby Theo in the NICU. Wow, I was one proud dad! It was another six hours before I was finally able to talk with Tara, who also ended up doing amazing. 

      Theo and Tara are both doing awesome. All of your thoughts and prayers are so appreciated!

      In sharing the full story I’m being a little more vulnerable than normal. But, I felt it was important. If you’ve seen my commercial online or on TV, I talk about how important it is to work with a professional in all aspects of life, including financial planning. I’m thankful that my family and I were able to work with the best professionals in the area when it came to Theo’s birth and Tara’s surgery.

      The awards and education I mentioned earlier don’t define the Cornerstone Team of professionals, but I’m thankful to be part of a company that expects each team member to continue to grow in knowledge and seek excellence. Just like the doctors who helped us at the hospital, we too can sit down with you, put our hand on yours and say “We’ve done this before. And we are one of the experts in this subject matter.” Our desire is to take care of you the best we possibly can.

      At the hospital, I was amazed how multiple departments and specialists worked together to take care of us and our baby. On the day of the surgery, we were comforted when our doctor said, “You are our number one priority. Each department, from anesthesiologists to nurses, urologists to the NICU staff and more, will all be focused on you.” The same is true at Cornerstone. We have a big team and our number one priority is YOU. If your primary advisor is out like I have been, another advisor is there
      to help and give the same guidance and advice.

      We meet with you during regularly scheduled review appointments, host events, provide weekly updates via email, and check-in regularly through phone calls. But, between updates you may be a little like me in that waiting room – concerned and pacing anxiously. The market can make us all feel a little anxious sometimes. In the waiting room I trusted and relied on the doctors in the operating room. I trusted their expertise and desire to do what was best for my family.

      We at Cornerstone don’t take YOUR trust for granted. I hope you understand how much we care and want to do what is best for you. Thank you for your continued trust.

      NOT A CORNERSTONE CLIENT?

      Call 605.357.8553 or email cfsteam@mycfsgroup.com today to schedule a complimentary, no-obligation appointment with one of our wealth advisors.

      Any opinions are those of Andrew Ulvestad and not necessarily those of Raymond James. This content is for general information only and is not intended to provide specific advice, an endorsement, or recommendations for any individual. Raymond James Financial Advisors do not render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.Past performance is no guarantee of future results. Investing involves risk, including possible loss of principal. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Holding stocks for the long-term does not insure a profitable outcome. Investing in stocks always involves risk, including the possibility of losing one’s entire investment. No strategy assures success or protects against loss. To determine what is appropriate for you, consult a qualified professional. Excerpted from Newsletter_Insights October Issue 4 2023.10.27 #313959

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      Be a Cornerstone Champion

      Thank you for being a Cornerstone Champion!

      Clients often tell me about outstanding service they received from a member of the Cornerstone Team or how their life was positively impacted by the services we provide. They want to tell their friends about the experience, but they’re not sure how to bring it up.

      Here are a few easy ways to share Your Cornerstone Story and become a Cornerstone Champion!

      Like and follow our company Facebook page, facebook.com/CornerstoneFinancialSolutionsInc. It’s a great way to stay up to date with the team and what’s happening in the Cornerstone offices.

      Connect with the Wealth Advisors and other team members on LinkedIn.

      Follow the company’s LinkedIn page, Cornerstone Financial Solutions, Inc. 

      Forward our Weekly Market Update email. 

      Share our social media posts and encourage friends to follow our pages. Tag someone who you think would be interested in the information or our services.

      Tell your friends if a Cornerstone team member goes above and beyond to handle a question or provides memorable service. It’s the same as talking about the good service you received at a restaurant or retail store.

      If you’d like me to reach out to someone who is ready to uncover what’s truly possible just let me know (link to https://mycfsgroup.com/referral/) I’ll simply contact them to see if they’d like information or to meet with an advisor. That’s it!

      Do you have any other suggestions for ways to share the #CornerstoneCommunity with your friends? Let me know! And please don’t hesitate to reach out if you have any questions or if I can help in any way! Email cfsteam@MyCFSgroup.com or call 605-357-8553.


      CSP #240490 Exp. 7.18.24