Retirement Strategies

Cornerstone Wealth & Tax Advisory Group is driven to help you properly plan for your future. To do this, we use proven retirement strategies that provide long-term stability. In addition, we use protection options that help people have peace of mind as well. With our direct, “no-nonsense” approach, we give our clients the honest answers they need. 

Retirement Strategies That Work

We believe that information is key to making a retirement plan that works for you. For instance, we rely on three main ideas when helping clients reach their retirement goals:

  1. First, before anything else, protect your assets.
  2. It is possible to have a reasonable rate of return** in retirement.
  3. Let’s keep it simple.


Each meeting with a new client is unique. In fact, our personal and professional ethics require us to take your individual situation into account when making recommendations. The bottom line is: we work for you. In fact, as a Series 65 licensed advisor, Doug Clancy has a fiduciary responsibility to always put your interests first. Have an interest in money protection options that fit your retirement plans? Reach out today or register for an upcoming educational event to find out more.

Doug Clancy, the founder of Cornerstone Wealth & Tax Advisory Group, believes in maintaining high ethics, professionalism, and straight-forward financial advice. With a math and engineering background, Doug dove into the financial world to help educate people about their retirement options. Our team provides financial reviews, cash flow analysis, retirement strategies, and plans for asset protection.

What happens if the stock market drops? Do you have a plan to keep your money safe? If you keep all your cash in the stock market, you’re at risk of losing money when the market dips. However, once you get close to retirement, these risks may seem less comfortable. Once in retirement, people begin to look at ways of keeping some of their money safe from these risks. That’s why we work to help people understand how to protect their principal.

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Market losses can cause a drop in the value of your retirement account. So, our practice offers multiple options to help. For instance, the insurance companies we work with have solid ratings. Because of their good quality business rankings, these companies give us access to some of the best insurance and retirement products available. In addition, a retirement strategy should focus first on protection. We believe it is important to have a foundation of safety before you look at other options. When we meet with potential clients, we help you review all the options available to you. We keep things simple and direct. In fact, we believe our job isn’t to tell you what to do. Instead, we present choices, explain the potential outcomes and make suggestions. Of course, the choice is in your hands.

The walk of a thousand miles starts with the first step. So, we start at the beginning. Where are you now in your planning? What types of accounts do you have? How much in assets do you have? Where would you like to be? In addition, we can help you look at tax-free or tax-deferred income options for retirement. We can also look for ways to help you secure your nest egg, no matter what happens in the market. In fact, we encourage you to ask questions, seek information, and get the tools you need. We’re here to help guide you to a retirement strategy that works for you.

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