Our Family's Legacy Is Helping You Build Yours
A STRONG FOUNDATION supports planning for a life with purpose and the retirement you desire. At Cornerstone Financial Services, we provide comprehensive financial planning and Medicare solutions personalized for the hardworking Mid-Coast Maine people we’ve been privileged to serve since 1988.
Find Financial Confidence For Your Future
Start charting your course toward a confident retirement. Like the steady guidance of a lighthouse along Maine’s rugged coast, our tailored services and focus on education help illuminate your way, bringing clarity to complex decisions and leading you toward the support and care you deserve.
From retirement income strategies to wealth management and tax-efficient planning, our team offers a broad range of services, strategies and products selected with your goals in mind. You’ll have the tools and support to help preserve your future and your legacy.
Make sense of Medicare. With professional guidance in navigating your options, designed to help you feel empowered every step of the way as we help match you with the right coverage for your needs.
Built On Faith,
Anchored In Community
Cornerstone isn’t just our name; it’s our base, a testament to the foundational values, principles and beliefs we hold true. As a family-owned business guided by and grounded in our Christian faith, we have proudly served Waldoboro and the surrounding area for over 35 years.
From supporting local events to educating and supporting clients across multiple generations. We don’t believe in rushing decisions or relationships. Instead, we focus on building trust, sharing knowledge and setting the cornerstones for pursuing financial stability and legacies that last.
The Foundation
Work Process
Your financial goals deserve thoughtful care and planning. That’s why we guide you step by step through our signature, four-step Foundation Work process to ensure everything we do is customized to you.
How Will Inflation
Affect Your Retirement?
Prices are rising on everything from groceries to health care.
Are you prepared?
Download our complimentary guide, Inflation and Your Retirement, and get answers to the most pressing questions about inflation, including:
What causes inflation?
Is my retirement at risk?
Why is the rate of inflation rising?