About Us

Experience the Cornerstone Difference

Cornerstone Financial Team is a family-owned, financial services firm, located in beautiful Suwanee, Georgia. In business since 2001, we help families, mom and pop business owners, singles and widows, with the following:

  • Retirement Income Planning
  • Survivorship Income Planning
  • Estate Planning
  • Investment Management
  • Retirement Saving Strategies
  • Life Insurance
  • Long-Term Care Insurance

Our firm is named Cornerstone Financial Team, because we believe that your planning represents the Cornerstone of your financial life. Additionally, the word “Team” is part of our company name, because it is VIP Client Experience, delivered by our team, that represents the Cornerstone Difference in which our clients rave.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, CA, DC, FL, GA, IN, KY, LA, MI, MO, MS, NC, NV, NY, OH, SC, TN, TX, VA, WA, WI.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.