Stephen Gordon- President/CEO, Cornerstone Asset Management

Stephen Gordon- President/CEO, Cornerstone Asset Management Comprehensive Wealth Management, and Financial Planning Solutions. For Full Disclosures, visit www.cornerstoneassets.com

09/17/2021

Managing your future expectations is vital to your financial future.
After interviewing several potential client prospects over the last several weeks, I’m once again seeing unrealistic expectations in regards to expected rates of return, and more importantly, withdraw rates for income during retirement.

As I sit and drink my morning coffee, these are my thoughts:

07/07/2021

If there’s one thing in life that can cause a pit in my stomach, it is when I misplace my wallet. This unfortunate event happened recently and it overcame the rest of my day. Luckily, after some calls and stress of extensive searching, I found it between the seats of the car. I realized how much less stress I would’ve had if I had put this tip in effect. Protect yourself with peace of mind.

While passing on our financial assets is important for our posterity, our experiences and stories are of even greater wo...
07/02/2021

While passing on our financial assets is important for our posterity, our experiences and stories are of even greater worth. Independence Day is more than BBQ's and fireworks, remember to share YOUR story and experiences of why YOU love America. Have a safe holiday weekend everyone!

While some honor this coming Memorial Day with mattress sales and others see it as an extra day to the weekend, we at Co...
05/29/2021

While some honor this coming Memorial Day with mattress sales and others see it as an extra day to the weekend, we at Cornerstone take this time to stand with those who honor the military we’ve lost in defending our rights, our freedom, and this great land of America.

I’ve had experiences in my career where my clients were informed, advised and reminded, yet procrastinated filing the ne...
04/15/2021

I’ve had experiences in my career where my clients were informed, advised and reminded, yet procrastinated filing the necessary forms to ensure their last will and testament was up to date. Unfortunately, things become awkward when estates end up in the hands of exes.
Set your expectations for when the unexpected happens.

Please see website for full regulatory disclosures. Securities America and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.

03/15/2021

Change is inevitable. Be prepared.

Address

5251 DTC Parkway Suite 990
Greenwood Village, CO
80111

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+13037792524

Website

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