What's Your Plan?

Educate Yourself

Whether you want to protect your money or need options for tax-free income, we're here for you. Bring your questions. Our team puts you first with honest, direct answers. Let's work towards your goals, together.
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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.
Your Savings

Deserve protection

Almost every retiree I meet with has the same question: "Do I have enough to last my whole life?" The idea of reaching retirement, and then running out of money is scary for most people. Thankfully, there are ways you can protect your money and still get a reasonable rate of return.** The first step is understanding which retirement strategies can help you keep your savings safe. We help people learn some methods for doing this at our no-cost seminars and webinars. Or, if you'd like, you can also schedule a confidential appointment with us. In either case, we'll walk you through options for protecting your assets. We'll also review ways to help you reach your retirement goals.

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Individualized Retirement Strategies

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.
About

Cornerstone Financial

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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A Complimentary Meal

(and, some great information)

Protecting Your Retirement - An Educational Seminar

At Cornerstone Wealth & Tax Advisory Group, we educate at many online and in-person community events. The information we provide gives you the power to make solid decisions about retirement and your finances. We typically provide a free meal or free dinner gift card for all attendees of these events. During the sessions, we go over retirement strategies such as:

  • Money protection options
  • What is a "reasonable rate of return" in retirement?
  • Tax-deferred and tax-free income options
  • Life insurance in retirement - is it useful?
  • Lifetime income planning
  • How to leave a legacy that doesn't involve probate
  • And more...

These events have limited availability so be sure to reserve your spot today. Seminars are free to attend, and we offer a complimentary meal or gift card to all attendees. Come join us to learn more.

Choosing The Right Retirement Strategies

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.

Why Cornerstone Financial?

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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Doug Clancy DBA CSWTA Insurance Solutions • CA Ins Lic # 0G20617

our company

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

Investment Advisory Services are offered through Cornerstone Wealth & Tax Advisory Group. Insurance products are offered through CSWTA Insurance Solutions license number 0H27254. Cornerstone Wealth & Tax Advisory Group as well as Retirement Planning Services, Inc. and CSWTA Insurance Solutions are all affiliate offices.

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Doug Clancy CSWTA Insurance Solutions CA Ins. Lic.#0G20617 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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