Sean Dunphy: Cornerstone Financial Group LLC.

09/02/2026

Hey Everyone!

With September being Life Insurance Awareness Month, now is a good time to talk about how life insurance works into a well rounded financial plan. Planning for retirement is something that everyone should do. However, what is the plan if you are no longer here to spend your retirement savings? That is why life insurance is an integral piece to your overall retirement portfolio.

As always, if you or someone you know is interested in getting started with their financial plan, I would be more than happy to have that conversation with them. We can help with retirement planning, estate planning, college savings, mortgage protection, life insurance, long term care, and disability protection.

For our business owners, we can help with employee benefits (retirement/life insurance), buy/sell agreements, and key person insurance.

Feel free to message me or give me a call at 401-474-2887 if you or anyone you know would be interested in having those types of conversations!

06/03/2026

Geopolitics is no longer background noise for markets, it’s a primary driver. From the Strait of Hormuz to global supply chains, economic interdependence is now being used as leverage, reshaping inflation, growth, and capital flows.

What does this mean for portfolios? Read the full article on CNBC: https://cnb.cx/4nQKHJw

06/02/2026

This week's examines the growing role of tokenization in financial markets. While challenges remain, the broader shift toward digitization and automation of traditional financial assets continues, creating both opportunities and new risks. Learn more: https://bit.ly/4tZhGgZ

05/29/2026

For a lot of business owners, the business is the legacy.

But one question that often gets overlooked is:
Will there be enough liquidity to protect it when life changes?

To help cover estate costs.
To keep the business running smoothly.
To make things fair for family, partners, or heirs.

Building a business takes years of vision, risk, and hard work.

Protecting what happens next deserves just as much intention.
Sometimes the best next step is simply starting the conversation.

Cornerstone Financial Group, LLC.
📞 508-927-4536
📧 [email protected]
🔥 In Your Corner. By Your Side. 🔥

05/26/2026

A disabling sickness or injury may be more common than you think. Protect your business and your employees with a disability insurance solution that’s right for you.

05/19/2026

Q1 2026 earnings season for U.S. equities showed a level of strength normally seen in an immediate post-recession recovery. The S&P 500 index delivered over 25% earnings growth with over 80% of companies beating estimates. Learn more in this week’s : https://bit.ly/4tZhGgZ

05/15/2026

The average working person changes jobs 12 times during their time in the workforce! Many of those times, they don't know what to do with their old job's retirement plan. Here are a few examples of what can be done once you are at your new workplace. Contact me if you have any questions and I would be more than happy to help!

If you're leaving your employer and you have a 401(k), what should you do? There are six options, some of which are better than others.

05/15/2026

So you have some coverage… it just may not be enough anymore.

As life changes, coverage doesn’t always keep up and that can leave a bigger gap than expected.

It’s not about having the most. It’s about having enough for the people who rely on you.

If it’s been a while since you’ve looked at it, let’s set up a quick time to talk.

Cornerstone Financial Group, LLC.
📞 508-927-4536
📧 [email protected]
🔥 In Your Corner. By Your Side. 🔥

05/14/2026

A lot of people feel “covered” because they have something through work…

But when we actually look at it together, it’s often not nearly as much protection as they thought.

No panic, just something worth understanding.

Because being underinsured usually isn’t a choice…
it’s just something people haven’t revisited in a while.

Let's revisit. Connect with us.

Cornerstone Financial Group, LLC.
📞 508-927-4536
📧 [email protected]
🔥 In Your Corner. By Your Side.

05/13/2026

Nobody ever plans to get sick or injured, but disability insurance can be an easy way to safeguard a portion of your income.