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.
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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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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*Reasonable rate of return over time. 

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