For People Aged 55-70 With Over $100K in Investable Assets:

*Actual results may vary depending on your unique situation. Please speak to a licensed financial advisor before making any financial decisions.

 

Main Office: 7810 Ballantyne Commons Parkway | Suite 200 | Charlotte, NC 28277
 

Satellite Offices: University | Belmont | High Point

Phone: 704.849.0123

Email: cknight@cornerstone4planning.com

Hours of Operation: 9am - 5pm EST, Monday - Friday

 

 

© Cornerstone Wealth Planning. All Rights Reserved

 

Visit our website | Privacy Policy

The foregoing content reflects the opinions of Cornerstone Wealth Planning and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Speak with a qualified professional before implementing any of the strategies discussed. Each client situation is unique and results will vary. Cornerstone does not provide tax or legal advice.