American Cornerstone Group

American Cornerstone Group Certified Financial Planner offering comprehensive retirement & financial planning services.

American Cornerstone Group, Inc., with Marc Rosenblum, CFP, FRC, ChFC, CLU at the helm, is a full-service financial services firm. As a Certified Financial Planner professional and an Independent Advisor Representative of Silver Oak Securities, Marc offers comprehensive wealth and financial assets management and retirement planning services, including for federal employees as a Federal Retirement

Consultant. Striving to protect and enhance your current assets and financial future, Marc works in tandem with his clients to help create and build financial stability and a sense of security, with the goal of achieving financial independence in retirement. As a fiduciary, Marc always puts his clients' best interests first and foremost. American Cornerstone Group is an insurance and financial services firm that specializes in wealth management and asset preservation, which includes retirement planning and legacy-building. Marc works alongside his clients to help create and build financial stability and a sense of security with the goal of achieving financial independence in retirement and a loving legacy for their families. He built his company on a solid foundation of outstanding client service and in-depth market knowledge. Since 1981 Marc has helped to protect the financial health of his clients from all walks of life, including retirees, pre-retirees, professionals, non-professionals, their parents and their children. He designs and shapes comprehensive and highly individualized financial packages to complement the complexities of wealth management, and those products and packages are as diverse as the clients he serves. Whether clients are already experienced in the world of financial planning or are just starting to build their savings, portfolio or retirement plan, Marc and his skilled team can help every step of the way. Marc will partner with you to determine the adequacy of your current financial status and situation and -- through his own vast experience and knowledge as an investment manager, as well as that of the outstanding external managers he has worked with over the years -- can offer tailored solutions designed to meet your specific needs and goals, whether they be in investments, financial and retirement planning, insurance, tax-reduction strategies, IRA planning, Social Security | Medicare | Medigap planning, or any other investment and advisory areas. His vast experience in investments, tax strategies, retirement planning, Social Security, life insurance, estate planning, long-term care, and much more, can help you take the next important step toward realizing your financial goals, enjoying a worry-free retirement, and leaving a legacy for your loved ones. Marc's well-earned, excellent reputation drives his high level of customer satisfaction. When clients are comfortable and confident in their financial stability, Marc knows he has done his job. The realities and complexities of today's financial world and planning can be daunting to anyone. In addition to managing and growing his clients' assets, Marc provides them with the financial education, qualifications and knowledge about what is and is not important to each person, and that is the cornerstone of what Marc does for his clients.

06/16/2026

As individuals approach their retirement years, one of the critical decisions they face is when to start receiving Social Security benefits. While the allure of

We’re already halfway through the year… and now halfway through June. Time flies when you’re living out your retirement ...
06/15/2026

We’re already halfway through the year… and now halfway through June. Time flies when you’re living out your retirement dreams, am I right!?

Not retired yet? This is your sign to check in. Are you still on track with your goals? Are your plans aligned with where you want to be?

If you need a second look or a mid-year review, we’re here to help. Contact us!

The “trinket trend” is everywhere. From squishy toys and keychains to collectible plushies, it’s quickly becoming a cult...
06/11/2026

The “trinket trend” is everywhere. From squishy toys and keychains to collectible plushies, it’s quickly becoming a cultural spending habit across all ages.

These small purchases may bring joy, comfort, and even community, but they can also add up quickly and contribute to unplanned spending.

At the end of the day, it’s all about balance. Contact us today to review where you stand within your budget, financial plan, and retirement goals.

Tiny trinkets can spark joy and connection — but they may come with tradeoffs.

06/08/2026

Retirement may seem like a distant milestone, but the truth is, the earlier you start saving for it, the better. If you haven't begun saving

A new executive order aims to expand access to retirement savings for Americans who currently don’t have access to emplo...
06/08/2026

A new executive order aims to expand access to retirement savings for Americans who currently don’t have access to employer-sponsored plans.

The proposal would create a federal platform to help workers compare and enroll in IRAs, along with a potential government “Saver’s Match” for eligible income earners.

The real impact will depend on enrollment participation and contributions. But building retirement savings still involves strategy. Contact our team today for a review of your plan.

https://ow.ly/SHt450Z4the

June is often one of many people’s favorite months to travel. It offers perfect weather nationwide, early summer energy,...
06/04/2026

June is often one of many people’s favorite months to travel. It offers perfect weather nationwide, early summer energy, and comes just before peak crowds hit. Here are a few favorite destinations to put on your radar:

🌸 Mackinac Island, Michigan – A car-free island bursting with lilacs, bike trails, and historic forts.
🌊 Bodega Bay, California – Whale watching, wildflowers, and scenic Highway 1 views.
⛵ Put-in-Bay, Ohio – A lively Lake Erie island getaway with ferries, festivals, and waterfront bars.
🌴 Laguna Beach, California – Coastal hikes, art festivals, and oceanfront dining.
🌆 Chicago, Illinois – Rooftop patios, river cruises, and live music.

Check out the rest of the list here: https://ow.ly/eMOv50Z4taZ

June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in re...
06/01/2026

June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in retirement.

Traditional pensions are way less common and the responsibility of generating reliable income now falls on you! For some, annuities can play a role by providing a consistent income stream backed by the strength of an insurance company.

Everyone’s situation is unique, so let’s talk about what may fit into your income plan. Contact us!

06/01/2026

Debt has become an integral part of our modern lives. Whether for education, buying a home, or starting a business, borrowing money has advantages and

Happy National Senior Health & Fitness Day!💪 It’s never too late to move, groove, and feel your best! If you want help f...
05/27/2026

Happy National Senior Health & Fitness Day!💪 It’s never too late to move, groove, and feel your best! If you want help factoring in more fitness and new hobbies into your retirement plan, contact us for a review. Let’s keep thriving together!🏃‍♂️

"Do I Have a Sustainable Withdrawal Strategy? How Will I Manage Healthcare Costs? Am I Maximizing My Income Sources?"If ...
05/26/2026

"Do I Have a Sustainable Withdrawal Strategy? How Will I Manage Healthcare Costs? Am I Maximizing My Income Sources?"

If you don’t know the answers to these questions, it may be time to take a closer look at your plan. Our team is here to help break down every step of your financial journey so you can move toward a more secure retirement. Understanding how your plan is built will give you confidence that you are working toward your dreams. Contact us today!

Retirees face unique challenges, such as managing fixed incomes, navigating healthcare costs, and ensuring their savings last for the long haul.

Address

12106 Centennial Station, Bldg. 12 Professional Center
Warminster, PA
18974

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+12156727676

Website

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