Why Retirement
Planning Is Important

As a firm known for “telling it to you straight,” here’s why retirement planning is important. First, we believe that if you fail to plan, then you plan to fail. Of course, we want you to have success, especially when it comes to your money. That’s why we focus first on helping our clients protect their assets. Secondly, we have a fiduciary duty to put our client’s needs first. That’s not just something we say; it’s something we do. In addition, we believe in providing clients service with a smile every day.

  1. Strategies for protecting your assets (even if the stock market goes down)
  2. Looking at ways to achieve a reasonable rate of return
  3. Education on why retirement planning is important (keeping it simple)


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.

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).

During our education sessions, we go over money protection strategies, ways to get a reasonable rate of return, and how to leave a legacy. In addition, we cover various retirement-related topics such as taxes, RMDs, tax-deferred income strategies, social security and Medicare information, and more. These sessions have limited availability so call us today to save your spot for our next event.

One main focus we have is to make sure clients are aware of strategies that can keep their principal safe, based on the claims protection ability of an insurance company. If you have all your money in the market, obviously, you’ll experience many ups and downs. This risk to principal may be ok while you’re still working. However, as retirement arrives, you may want to reduce your risk. For instance, you may want some of your retirement savings to have protections from challenges in the market. Protection of your principal can be a part of a long-term retirement plan.

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.

Our Core Values

SAfety First, A reasonable Rate of return & Keep it simple

Can You Actually Retire "Safely"?

Potential Return Rate In Retirement

We Like
Things Simple

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. 

retirement planning California
Doug Clancy Cornerstone Wealth and Tax

Numbers Speak

Yearly Educational Events
1 +
1 +
Years of Experience
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