Cornerstone Financial Consulting of Raymond James

Cornerstone Financial Consulting of Raymond James Our commitment is to use our expertise to provide tailored solutions, always with our client’s best interests in mind.

Cornerstone Financial Consulting is comprised of professional Financial Advisors with specialized experience in our focused practice areas. Our team focuses on investment management for reinsurance companies, primarily Controlled Foreign Corporations (CFC’s) by actively managing the assets within the reinsurance trust account as well as the surplus assets. We have worked closely with several well-

known and established vehicle service contract administrators, insurance managers and other insurance administrators to assist in the development of investment policy, asset allocation strategies, manager selection and performance review. Having worked with over 400 Producer Owned Reinsurance Companies over the last 16 years, it remains a primary focus of our practice. We provide wealth management services for a select group of clients. By necessity, successful individuals and families have more complex needs that require specific, tailored solutions. We understand the multiple issues that come with the seamless, coordinated management of wealth including: Investment management and planning, cash management and lending, risk management, and estate and charitable planning. Our clients are comprised of business owners, medical professionals, retirees, and individuals or families who have experienced significant wealth events. We seek to understand your philosophy, needs and objectives to work collaboratively with you while offering transparency around our costs and compensation.

01/31/2020
Happy Holidays from our Raymond James Scottsdale Branch. We hope you and your families have a wonderful Holiday Season a...
12/03/2019

Happy Holidays from our Raymond James Scottsdale Branch. We hope you and your families have a wonderful Holiday Season and start to the New Year!

What does The Wizard of Oz and the state of today's financial markets have in common? Read here: https://go.rjf.com/2Vw4...
10/19/2019

What does The Wizard of Oz and the state of today's financial markets have in common? Read here: https://go.rjf.com/2Vw4X5U .

Can a recession be forecasted? We have only had 11 recessions since World War II (and just three in the past 37 years) b...
10/17/2019

Can a recession be forecasted? We have only had 11 recessions since World War II (and just three in the past 37 years) but with an ever-evolving economy, predictions can be tricky: https://go.rjf.com/2M8Rg8W .

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Scottsdale, AZ

Telephone

+18447064606

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