A well-balanced plan for a comfortable retirement
Life Balanced. Invested. FOR LIVING YOUR BEST LIFE.
Whether you are near or in retirement, there’s a lot to think about. We distill it down to these three key areas: INCOME. LIFESTYLE. LEGACY. You want income to cover your expenses, and, at the same time, you do not want to worry about running out of money. You do, however, want to set aside enough for the fun things in life so you can actually enjoy your retirement – your LIFESTYLE. And lastly, you have wishes for how you want to be remembered when it’s all said and done, such as providing for your loved ones and beloved charities – your LEGACY. At Cornerstone Retirement Advisors, we manage your finances with all of these important issues in mind – so you can be confidently invested for living your best life. Life Balanced. Invested.
You are the center of our attention
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
Collaboration reveals your needs, wants and wishes
Thoughtful advice craftedjust for you
A committed, caring and experienced team
- The Financial Centre 1139 Fehl Lane Cincinnati, OH 45230-4349
- T 513.651.4544
- TF 859.534.3262
- Map & Directions
- Map & Directions
- Woodland Centre 901 U.S. Highway 68, Suite 500 Maysville, KY 41056
- T 606.564.7787
- TF 877.717.3577
- Map & Directions
- Map & Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Cornerstone Retirement Advisors, Inc., is not a registered broker/dealer and is independent of Raymond James Financial Services.
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