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.
Subscribe to Our Weekly Market Update
Download Our Retirement Planning Checklist
Market Volatility, Tariffs, and Your Financial Strategy
Feeling uncertain about market volatility and tariffs? Cornerstone’s Advisor team is here to help you stay focused, make confident choices, and move forward with clarity.
Are HSAs Going Roth? The Future of HSAs Under Proposed Tax Legislation
A current legislative proposal could require Health Savings Accounts (HSAs) to be made on a Roth basis. Explore the current tax advantages of HSAs and learn how the proposal could change the way you save for medical expenses and retirement.
TAX-SAVVY INVESTING: UNDERSTANDING THE ESSENTIALS
Discover key tax savvy investing tips, including Roth IRA conversions, cost basis insights, and capital gains rules to help you reduce taxes and make smarter financial moves.