Tomorrow’s Dream Starts With Today’s Construction Plan
Retirement is one of life's most significant milestones.
Together, let’s build the financial future you’ve worked hard to achieve.
Lay The Foundation In Four Proven Steps
Planning for a confident retirement takes more than numbers and spreadsheets. It begins with understanding your dreams and ends with an ongoing partnership to help you
live the life you’ve envisioned.
Our Foundation Work process is designed to be thoughtful and adaptable to your needs.
PHASE 1
Survey The Land
We take the time to truly understand you. This is where we learn about your financial landscape, uncover your goals and pinpoint your priorities, so the foundation we build reflects your values and dreams.
PHASE 2
Set The Form
Once we’ve surveyed the land, we begin designing a personalized plan. From creating strategies to help optimize your income to preserving your assets, every detail is crafted to help bring you closer to financial confidence and independence.
PHASE 3
Lay The Foundation
No plan is complete until it’s in action. After we carefully review your plan together, we begin the implementation process, setting your financial groundwork for years to come.
PHASE 4
Observe The Progress
Life doesn't stand still, and neither do your financial needs. Through regular reviews and adjustments, we help support your plan performing as intended, whether life brings changes, new opportunities or unexpected challenges.
We're With You Every Step of the Way
We pride ourselves in working as hard as the people we serve, those tireless and relentless folks who have been our Mid-Coast Maine friends and neighbors for generations.
That’s what Foundation Work is all about, diligently helping you build the retirement you’ve always envisioned!
Customized Strategies,
Comprehensive Services
At Cornerstone Financial Services, you’re never forced into a one-size-fits-all solution. Our independent, family-owned firm works for you — not for commissions or quotas. This independence allows us to customize your planning strategies based entirely on what’s right for you.
We offer an extensive range of retirement planning services, including:
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. The firm is not affiliated with or endorsed by the U.S. government or any governmental agency.