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Client Experience

Our Process

Cornerstone utilizes a holistic approach when helping to manage a client’s financial future and is dedicated to helping clients build assets, knowledge and confidence through thoughtful, well-designed strategies. Their unparalleled approach incorporates personal service and individualized solutions, focusing on services that will not contain confusing industry jargon that leaves you discouraged and without answers.

Our Areas of Focus Include

  • Capitol Advisory and Asset Accumulation - working to manage taxes in retirement and preserve and grow assets
  • Business Owner Strategies - maximizing business owner, executive and employee benefits 
  • CPA and Attorney Alliances - working to help build our partners business practices while adding value to clients
  • Life Insurance with Living Benefits - giving you the ability to access your life insurance benefit before you die


Capitol Advisory and Asset Accumulation

Capitol Advisory and Asset Accumulation

Is it possible for me to benefit from paying taxes now? Or is deferral best?

Business Owner Strategies

Business Owner Strategies

What can I, as the owner do to get the most benefits from my business and reward my employees?

CPA and Attorney Alliances

CPA and Attorney Alliances

How can my most trusted advisors be most involved?

Life Insurance with Living Benefits

Life Insurance with Living Benefits

Can I protect myself financially against heart attack, cancer and stroke?

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.