Simon Kinsinger-Cornerstone Advisor Group

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Simon Kinsinger-Cornerstone Advisor Group

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Financial Adviser who empowers individuals and families to achieve financial freedom through quality, integrated financial plans.

Specializing in using a team approach to Help High-Income Professionals Build Tax-Efficient Retirement Plans.

10/03/2026

A life insurance policy is more than paperwork. It’s a promise to protect. I’m here to help you make that promise to your future self and your loved ones. Let’s talk!

10/02/2026

Preparing For Required Minimum Distributions
Required minimum distributions could create a significant tax event. Planning for them in advance, could help mitigate taxes. A financial advisor can help estimate future distribution amounts, identify which accounts may be affected, and consider strategies that may fit within your broader retirement income strategy.

When appropriate, bringing your CPA, CAG tax services, * or other tax professional into the conversation can help connect those projections to your tax return, charitable giving plans, and long-term goals.

Retirement planning looks ahead—not just at what is due this year.

* Equity Services, Inc. and its representatives do not offer tax or legal advice. Tax advice is offered through CAG Tax Services, LLC and independently of Cornerstone Advisor Group, LLC and Equity Services, Inc. For tax advice concerning your own situation, please consult with your independent tax professional or CAG Tax Services.

09/25/2026

Coordinating Your Withdrawals at Retirement
Retirement income isn't just about how much you've accumulated—it can also involve considering how and when you take withdrawals.

As you approach or enter retirement, you may have assets in different types of accounts, including taxable, tax-deferred, and Roth accounts. Each can have different tax characteristics that may be important when considering a retirement income strategy.

A financial advisor can help you evaluate how withdrawals from these different accounts may fit within your overall retirement income strategy. When appropriate, coordinating with your CPA, CAG Tax Services*, or other tax professional can also help ensure that potential tax implications are considered as part of the conversation.

The goal is a coordinated approach that considers your investments, retirement income needs, and applicable tax considerations rather than addressing each in isolation.

* Equity Services, Inc. and its representatives do not offer tax or legal advice. Tax advice is offered through CAG Tax Services, LLC and independently of Cornerstone Advisor Group, LLC and Equity Services, Inc. For tax advice concerning your own situation, please consult with your independent tax professional or CAG Tax Services. TC9109004(0926)1

09/19/2026

Every day I get to help families protect their financial future and build financial stability. That’s something to raise a cup of coffee to!

09/18/2026

What is a financial Advisor and how they may help beyond just managing your investments.

A financial advisor helps you make informed decisions about your money and connect your financial choices to your long-term goals.
They can assist with:
• Retirement planning
• Investment management
• Tax-efficient strategies
• Insurance and risk management
• Estate planning
• Cash-flow and income planning

An advisor should not just focus on your investments—they help you see the bigger picture and create a strategy that can adapt as your life changes. At Cornerstone Advisor Group, we do not just give you generic advice. We work with our clients to build strategies that take all these things into consideration. And we work directly with your CPA or CAG Tax Services who can potentially help with creating more tax efficient strategies for our clients and business owners.

In the next few posts, we will be looking at a few of these in slightly more detail.

* Equity Services, Inc. and its representatives do not offer tax or legal advice. Tax advice is offered through CAG Tax Services, LLC and independently of Cornerstone Advisor Group, LLC and Equity Services, Inc. For tax advice concerning your own situation, please consult with your independent tax professional or CAG Tax Services.

09/11/2026

A financial strategy is personal because what matters is personal.
Family. A home. A business. Education. Retirement. The ability to leave something meaningful behind.
Life insurance can be one part of a broader strategy designed around the people and priorities you care about most.

08/25/2026

A financial review doesn't have to be complicated.

Taking time to revisit key areas of your financial life can help ensure you're still aligned with your goals.

08/22/2026

No matter what chapter of life you are in, there is probably a lot going on! Taking care of your financial needs may not be top of mind – that’s where I come in. Whether you are planning just for you or your family, we can find solutions that meet your needs.

08/21/2026

Diversification is a commonly discussed principle in investing.

Spreading investments across different asset classes may help manage risk and support long-term objectives.

Every investor's situation is unique, which is why strategy matters.

08/18/2026

You don’t need to have everything figured out to start a conversation about your financial future. Most people don’t!
If you’ve been putting off learning about life insurance, it’s a good time to take that first step.
Even a quick chat can bring some clarity! I'm always open to a conversation.

Address

4118 E Parham Road
Richmond, VA
23228

Website

https://www.cornerstoneadvice.com/

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