Frequently Asked Questions
What services do you offer?
We offer a wide range of services including financial planning, retirement analysis, investment management, life insurance, group retirement plans, tax planning, tax preparation, bookkeeping, business consulting, and more!
Do you work with clients outside of Idaho?
Yes, Cornerstone Advisory Group proudly services clients across the United States. Our commitment to providing personalized financial and tax services extends to many states.
Why did you change your name to Cornerstone Advisory Group?
Our new Doing Business As (DBA) name, Cornerstone Advisory Group, is meant to better reflect our comprehensive financial and tax advisory services.
What is a fee schedule?
A fee schedule is a transparent and detailed outline of the charges associated with the services provided by Cornerstone Advisory Group. It includes a breakdown of fees for specific financial and tax advisory services, ensuring clarity and openness in our client relationships.
How can I benefit from Cornerstone's tax expertise?
We recommend scheduling a consultation with our tax specialists. Visit our Tax Services page for more information on getting started.
What if I have more questions?
Contact our client service team at ClientService@MeetCornerstone.com
Our Approach
Our unwavering integrity and dedicated team service, along with our experience, are the foundation upon which we build trust and forge lifelong, meaningful friendships.
Our Team
Our team of invaluable partners provides personalized, proactive services, fostering confidence and clarity throughout your financial journey.
Contact Us
Are you ready for a specialist financial advisor who will navigate the financial terrain every step of the way?