Cornerstone Retirement Planning Services

Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners

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Cornerstone Retirement Planning Services

Investment Management
If your company’s 401k plan has a “self-directed brokerage” option (such as Fidelity’s BrokerageLink or Schwab’s Personal Choice Retirement Account/PCRA, among others) and your plan has online account access, we are able to provide you with individualized, integrated 401k portfolio management, within your employer’s plan. This allows your 401k investments to remain in the plan but to be managed separately, using high quality, individual stocks, individual bonds, and ETFs, under our Balanced Style Management Strategy.

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Categories: Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Rest Homes, Retirement Planning Services, Stock & Bond Brokers

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Phone: (504) 799-2288

Address: 1100 Poydras St, New Orleans, LA 70163

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Cornerstone Retirement Planning Services

Investment Management
If your company’s 401k plan has a “self-directed brokerage” option (such as Fidelity’s BrokerageLink or Schwab’s Personal Choice Retirement Account/PCRA, among others) and your plan has online account access, we are able to provide you with individualized, integrated 401k portfolio management, within your employer’s plan. This allows your 401k investments to remain in the plan but to be managed separately, using high quality, individual stocks, individual bonds, and ETFs, under our Balanced Style Management Strategy.
Mutual Funds
We can manage your individual 401k assets, using investments other than your plan’s mutual funds, without withdrawing your assets from your plan.
Bonds

Financial Planning
Our customized, retirement financial planning process is far from the typical “fill in the blank”, off-the-shelf, planning software used by the majority of retirement financial planners and brokers. We don’t rubber stamp retirement financial plans. Your plan is unique to you.
Retirement Planning
Annuities
Greatly reduces your company’s fiduciary investment liability. It is quite different from the participant, self-directed, mutual fund 401k plan you are currently using. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products in our 401k plan portfolios. Our professionally managed 401k portfolio investments consist of individual high-quality stocks and bonds, and ETFs of the same high-quality.
Asset Management
To achieve our portfolio investment management goals, we use a Balanced Portfolio Strategy that blends high-quality stocks with high-quality bonds and cash. Using multiple asset classes allows us to make appropriate asset allocation shifts to potentially avoid excessive portfolio volatility and to reduce risks. We use a Balanced Portfolio Strategy exclusively; we do not manage portfolios consisting of only stocks or only bonds.

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