Regulatory Information

Cornerstone Financial Planning LLC is an SEC-Registered Investment Adviser. Cornerstone Financial Planning LLC may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or are otherwise excluded or exempted from registration requirements.  Registration does not constitute an endorsement by state regulators. Registration is mandatory for all persons meeting the definition of investment advisor and does not imply a certain level of skill or training. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Cornerstone Financial Planning LLC and its Investment Advisor Representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

This web site provides general information about Cornerstone Financial Planning, LLC and is not intended to offer investment or financial planning advice through the Internet. This site provides a medium for you to read about our approach, to learn about our services and to be able to contact us for further information.  The material in this web-site is based on information available in the marketplace and believed to be reliable and authoritative. It is not guaranteed as to its accuracy and does not create the basis for sound investment decisions. The information is general in nature and should not be applied indiscriminately to individual situations wherein it may not be completely applicable.  Hyperlinks on this web site are provided as a convenience.  Cornerstone Financial Planning, LLC disclaims any responsibility for information, services or products found on web sites linked hereto.