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I would like to thank the Cornerstone group for the class I attended at Sinclair College "Rejuvenate your Retirement". The class conducted by Tim & Cameron is thought provoking and beneficial to anyone in the planning or retirement stage of their life. The workshop provided personalized materials to fit each individual's situation. I would recommend the class and workshop to everyone. Thanks Sam

Nov 2018

My wife and I recently attended a "Rejuvenate Retirement" class at Sinclair College given by Cornerstone Group. Tim and Cameron are truly excellent and would recommend this class to all nearing retirement or in retirement. I found Tim and Cameron to be extremely courteous, knowledgeable, and professional in their financial advice. They presented information very pertinent to our financial situation. Our discussions with Cornerstone continue.

Norm & Jackie

The Cornerstone Group has been instrumental in our retirement planning over the last 25 years. They have helped us through the ups and downs of the markets, the changes in our life and health, and everything in-between. We would definitely recommend their team to any retiree looking for a true partner in retirement.

I have worked with The Cornerstone Group for over 20 years. I started out with them in Ohio and when I retired and moved to Florida I remained with them. They have helped me through planning for retirement, the loss of a spouse, estate planning when I remarried and everything in between. I could not be happier with Tim and his team. I always feel important and most of all I feel like they have always listened to what I wanted and needed. I feel they have always done what was in my best interest and not theirs. I would definitely recommend them to anyone approaching or in retirement.

The Cornerstone Group has helped me for over 20 years with my financial planning, estate planning, and insurance planning. They helped me through the loss of a spouse, estate planning after getting remarried, and through several real estate transactions.
The team is both responsive when I need something and proactive when something is a concern. They have helped me navigate multiple down markets and have been creative with the reduction and diversification of my Proctor & Gamble stock after I retired.
I would definitely recommend The Cornerstone Group to anyone close to retirement or in retirement. The team feel more like family - I never feel like I am just a number.

Tim and his team began working with us over 25 years ago. Through his council he allowed my husband to retire confidently and spend some very special years with me. Tim was there after my husband passed away and helped me through a very difficult time. His team has taken the kind of care that family does over the years and it has meant a great deal to me. This was not my forte and having someone that is patient and cares about explaining things has been one of the many reasons I have continued to work with The Cornerstone Group.
I would definitely recommend Tim and his team to anyone looking for help in the areas of financial planning and estate planning.