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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MAKING THE MOST OF YOUR TAX REFUND
Can you use a tax refund to boost retirement savings? Learn how to maximize your tax refund for retirement savings and use it to strengthen your financial future. The deadline to contribute for the 2024 tax year is April 15, 2025.
Breaking Barriers: Women Leading the Way at Cornerstone Financial Solutions
This International Women’s Day, we celebrate the remarkable women in leadership at Cornerstone. Their dedication, expertise, and impact continue to break barriers in financial services. Read their stories and join us in recognizing their achievements!
Federal Employee Estate Planning
Protecting your federal benefits requires careful estate planning. Learn about common mistakes you can avoid and key strategies for managing survivor benefits. Taking steps now can help ensure your assets benefit your loved ones.