Retirement Planning That Protects Your Principal
Douglas A. Clancy, Jr., founder of Cornerstone Wealth & Tax Advisory, is the author of Protection with Power—a straightforward guide to retirement planning without the industry jargon. With 35 years of experience and 1250+ happy clients, Douglas’s mission is simple: educate, protect, and empower.
Founder and President, Douglas A. Clancy, Jr.
About
Cornerstone Wealth and Tax Advisory Group
Douglas A. Clancy, Jr. (our founder) will be the first one to tell you that he’s “not a sales guy.” Trained as a math teacher and computer engineer, Douglas’s approach is direct, straight-forward, and honest. After learning about the industry and seeing how many misconceptions existed around personal finances, Douglas set out to educate as many people as he could. In addition to educational seminars and webinars, Douglas also wrote a book. “Protection with Power – What Financial Professionals May Not Want You To Know” helps people learn more about protecting their retirement in an easy-to-read format.
Education & A Meal - On Us!
Cornerstone Wealth and Tax Advisory Group offer several in-person and online events throughout the year to educate our community. Your future depends on the knowledge you have and the decisions you make. So, get informed while you enjoy a no obligation meal (or, meal gift certificate if you join us online).
LET US SHOW YOU WHY RETIREMENT PLANNING IS IMPORTANT FOR YOUR FUTURE
It starts with a strategy. Is it possible to protect your retirement money from market challenges? Can you still get a reasonable rate of return if you have an annuity contract? Have you thought about tax implications of your current plan? In fact, we can help you with these questions and more. Call us today or register to learn more at one of our upcoming educations events.
Money in the market, while you’re still working, is one thing. But, once you’re near (or in) retirement, priorities shift. Thankfully, there are options to help you protect your hard-earned money. Also, these options may also provide you a potential reasonable rate of return. You deserve to move your money to where you feel most comfortable. To help you discover options, we offer no-obligation educational events (both online and in-person). Also, we have private one-on-one appointments available to help answer your financial planning and retirement questions. Let’s work together to protect your money and your long-term plans.
The truth is: we get downright excited about helping people. Using our retirement analysis, we can provide you with a report on different options for your situation. First, you have to know where you are now. Is your money working for you? Do you have a portion of it protected? Through our review, we can show you these answers and more. Even if you don’t end up working with us, we are here to educate you on your options. In fact, our individual sessions cover potential risks, possible tax issues, and future planning concerns. We’re not here to sell you; we’re here to serve you.
At our educational seminars, you can get the information you need to make solid retirement decisions. At these events, you can ask questions and discover little-known facts about the financial industry. (Such as how those “management fees” work.) Cornerstone Wealth and Tax Advisory Group wants you to reach your retirement goals. Reach out today to find out how we can help.
Maybe you want to leave money behind for your loved ones when you’re gone. Or, you have concerns about making your money last. You may want to learn more about your retirement options without feeling pressured. Whatever your financial needs, we are here to help. Our client’s interests come first. Reach out to begin planning an even better retirement future.