The Cornerstone Asset Management Edge

Posted on June 16, 2011 by
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Domain: http://cornerstonefinancialadvisorsoverlandpark.com
Title: The Cornerstone Asset Management Edge
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An Excerpt from the site
Cornerstone Financial Advisors, LLC The Cornerstone Asset Management Edge Jeff Meyers CLU, ChFC, CASL Hello.  I am Jeff Meyers, managing partner at Cornerstone Financial Advisors, LLC and I want you to know us and how  Cornerstone Asset Management works.  I also hope you will want to see and learn how what we do is unique and how it benefits you, our client. The Cornerstone Asset Management Edge We provide strategies designed to help you manage your assets and securities to reach your financial goals.  By working together we strive to help you to reduce taxes, potentially increase  net worth and protect  assets.  We only recommend a course of action to you that we  believe is appropriate for you given your unique financial situation and goals.  Your  interest always comes first.  We provide you the highest level of advice and service. Here is the commitment we make to you: To perform our work with your best interest in mind. Focus the expertise and knowledge of our team of dedicated professions for your benefit. Provide you with full disclosure on how we are compensated. Deliver highest quality service and make ourselves readily available to you and your requests. We focus our expertise and talent to develop strategies designed to address the needs of you and your financial circumstances.  We are committed to serve you with integrity. The Cornerstone Asset Management Edge Benefits Client At Cornerstone Financial Advisors we have access to the work of thousands of analysts to select investments and institutional managers to manage your assets.  There are five levels to the investment management oversight that we use with our clients. Level One: Develop an integrated, personalized investment program based on the client’s financial goals, personal situation and risk tolerance Assess client’s goals to select specific allocations and a model portfolio Monitor client’s


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