Cornerstone Capital Financial Group is a financial planning and wealth management firm that helps individuals and families navigate life's challenges and achieve their financial goals. Our team of experienced advisors takes a holistic approach to developing personalized financial plans, offering expertise in retirement planning, estate planning, tax planning, and more. We partner with our clients to create a complete picture of their financial situation and objectives, laying the foundation for a stress-free financial future. With over 20 years of experience in the industry, we are committed to providing independent financial advice and empowering our clients to make informed decisions about their financial well-being. At Cornerstone Capital Financial Group, we believe that wealth is about more than just money - it's about peace of mind and living life on your terms.
The reviews highlight Shannon's exceptional service, professionalism, and commitment to her clients' financial success.