What We Do Each client’s financial situation is unique. The professionals of Cornerstone Investment Advisors provide(s) each client with a customized financial plan that covers their unique financial needs. Through the discovery phase and the financial planning process, we get to know you, your situation, your goals and values. This enables us to identify the specific services that respond directly to your needs. These services may include the following: Wealth Accumulation – Wealth Preservation – Wealth Distribution Legacy Planning Risk Management Tax Planning Service is a high priority and our response to your needs and concerns is foremost in our daily activity. At Cornerstone Investment Advisors, we believe that communication is an integral part of our long-time relationship. Therefore, our door is always open to you. We plan regular office visits to review and update your financial plan, provide a weekly market commentary, send out a quarterly performance review and offer educational workshops.