Financial Cornerstone Group

Financial Cornerstone Group is a financial planner in Cocoa, Florida. The firm serves individuals, families, business owners, and non-profit organizations, and its offerings include retirement, legacy and estate planning, Social Security and Medicare planning, tax-efficient financial strategies, Roth and traditional IRAs, group benefits, 401(k) and 403(b) plans, advisory and professionally managed investments, stocks, bonds, mutual funds, and ETFs. Additional services include college planning and 529 college savings plans, FRS and DROP planning, life insurance, life insurance retirement policies, long-term care insurance, divorce planning and analysis, and charitable giving and legacy planning. The firm holds a rating of 5.00.

The group describes itself as a team of holistic practitioners and educators who work to simplify complex concepts so clients understand the path they are on. Its advisors take a team approach, gathering opinions from professionals with diverse backgrounds, education, and experience, and each client receives attention from planning through execution and follow-up. The team includes owner and wealth advisor Beth Courtney, CEPA; financial advisors Derek Sichler and Sarah Taylor; Jim Herzog, a licensed insurance agent; and operations staff including a licensed assistant and operations manager, a certified paraplanner, a client service specialist, a financial planning and investment analyst, and administrative assistants.

The practice develops customized financial strategies through a step-by-step process built around a client's current situation, needs, and short-term and long-term goals. Areas of work include budgeting, retirement plans, portfolio management, 401k, 403b and 457b planning, money management, money purchasing plans, profit sharing plans, and account types such as brokerage accounts, traditional and Roth IRAs, SEP and SIMPLE IRAs, and revocable and irrevocable trusts. Insurance guidance covers life, disability income, and long-term care insurance, and investment options include Treasury bills and notes, government securities, fixed, variable, and indexed annuities, mutual funds, exchange traded funds, and separately managed accounts. The firm also supports community causes including heart screenings for young people, hunger relief, and services for children and families in Brevard County.

Financial Cornerstone Group is located on McIver Lane in Cocoa, Florida. It holds a 5.00 rating from the customers who have reviewed it.