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4115 Regal Stone Lane
Sugar Land, TX 77479

Phone:

7138822324

E-mail:

Welcome to our web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

With today's information highway and multitudes of financial options, information is at your fingertips.   Building wealth is simple, but it's not easy.  Choosing products and strategies can be a true balancing act. The vast majority of people are troubled and confused about the economy. They have been bombarded by the media, bullied by salespeople and bewildered by the millions of things they feel they need to know. 

At Cornerstone Wealth Management, we help people understand how money works, offering a unique approach to traditional financial thinking. We know that you can find more opportunities to succeed if you know the right questions to ask. We help you change the conversation about money. Often we don't change what you are looking at, but the way you look at it.

We believe that it is not just the product and strategy that creates wealth, but the overall process that integrates great products and sound, long-term strategies.  The website is designed with your success in mind. 

Please watch the video below to learn about our process and our strategy to help you build a better financial future:

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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