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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Weekly Market Update 2-20-24
Week of 2-20-23 - Don't Fight the Fed The Federal Reserve (Fed) is the central bank of the United States. A longstanding bit of investment wisdom is: Don’t fight the Fed. It means that investors should align their strategies with the Fed’s monetary policy. Economic...
Backdoor Roth IRA Baggage
Cornerstone is pleased to bring you this article by Ed Slott and Company, LLC. As a member of Ed Slott’s Elite IRA Advisor Group™ Gordon keeps Cornerstone professionals on the cutting-edge of retirement, tax law, and IRA distribution planning through continuous...
Why Working With a CERTIFIED FINANCIAL PLANNER™ Professional is Important
What is the difference between a CERTIFIED FINANCIAL PLANNER™ (OR CFP®) professional and a financial advisor? A CFP® professional is one of many types of financial advisors. A financial advisor must earn the right to call themselves a CFP® professional Most people...