Commit to Pursuing Your True Wealth
Let’s Connect
Give us a call at Huron 605.352.9490 / Sioux Falls 605.357.8553 today
OR fill out the form below to get started. If you have any questions don’t hesitate to ask.
We look forward to getting to know you.
Let's Get Started!
Our top priority is understanding your financial priorities and aspirations. With this understanding, we help you build a tailored financial plan and empower you to achieve what’s truly possible for your wealth and your life.
Fill out the Financial Planning Questionnaire and bring it to your first appointment so we can help create the best Cornerstone Plan for you.
The pdf opens right away after you enter your info and hit “Download the Questionnaire.”
Retirement Planning
Gain confidence with goal setting and monitoring, comparing scenarios to understand how factors impact your plan.
Estate & Charitable Planning
A basic understanding of estate planning can help you preserve your assets, take care of the people who are important to you, potentially reduce taxes, and avoid common mistakes.
Tax Planning Strategies
Keeping your tax liability to a minimum is an essential part of maintaining your Cornerstone financial plan.
Investment Management
Our advisors will help design a strategy that is clearly defined, matches your goals, and aligns with your risk preferences and lifestyle.
Risk Management / Insurance Planning
We use best financial practices, built on an industry-renowned framework, to help us understand YOUR acceptable levels of risk-and-reward with unparalleled accuracy.
The advisors at Cornerstone Financial Solutions, Inc. provide an outstanding client experience and integrated, full-service financial planning in a family-like culture. The practice focuses on client education and coaching with frequent reviews to help ensure clients are on-track to realize their financial goals.
The unparalleled level of service is best suited for those with a minimum of $500,000.00 in investable assets, who want to work with a fiduciary specializing in comprehensive financial planning.
The Cornerstone team has over 140 years of combined team experience and 30 years in business, and is backed by the power of Raymond James, one of the top financial institutions in the US.
Learn more about The Cornerstone Experience®.
Reach Both of Our Locations
Huron
Phone: 605.352.9490
Fax: 605.352.5429
280 Dakota Ave. S
Huron, SD 57350
Mon-Thu: 8:00 AM – 5:00 PM
Fri: 8:00 AM – 4:00 PM
Sioux Falls
Phone: 605.357.8553
Fax: 605.357.9285
7408 S. Bitterroot Pl.
Sioux Falls, SD 57108
Mon-Thu: 8:00 AM – 5:00 PM
Fri: 8:00 AM – 4:00 PM
Huron
Sioux Falls