Broker Check

I don't need a financial advisor.

Wait.... do I?
   
Investments? Check.
Retirement planning? Check.
Estate planning? Check.
IRAs, 401(k)s, tax planning? Check, check and check.

Are you sure? Let's talk, so you CAN be sure.

At American Cornerstone Group, our top priority is always about helping you take care of yourself and your family.

We want to learn more about your personal situations, identify your dreams and goals, and understand your tolerance for risk. That's the first step toward your journey to financial stability before and in retirement. What's retirement, you ask? Well, it's only your longest vacation ever! And the day comes before you realize it. Are you ready?

Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.


So explore the site, enjoy the articles, videos and more, and be sure to check back regularly to see more! There's lots of timely and relevant information that may even surprise you!

When you're ready to have your questions and concerns addressed - or to be sure you really do have all your boxes checked - we're here for you. Schedule a complimentary consultation to start the conversation. We can meet (safely) in person or via Zoom. Call our office or schedule online:

Click here to schedule a 30-MINUTE phone call or Zoom

Click here to schedule a 60-MINUTE in-person or Zoom:

Regardless of age, income or net worth,

everyone needs a financial plan because

a goal without a plan is just a wish.

Who We Are

American Cornerstone Group, Inc., with Marc Rosenblum at the helm, is a comprehensive holistic insurance and financial services firm specializing in wealth management and asset preservation, retirement planning and legacy-building. Striving to protect and enhance your assets and financial future, Marc and his skilled team work closely with his clients to help create and build financial stability and security, with the goals of achieving financial independence and minimizing taxes in retirement. With a team of skilled accountants, attorneys and analysts on his team, and always working in his clients' best interests as a fiduciary, it's no wonder that he has enjoyed a loyal and multi-generational clientele, many of whom he has worked with for decades.

Marc's nearly four decades of experience in investments, tax strategies, retirement planning, Social Security, life insurance strategies, estate planning, and long-term care insurance can help you take the next important step toward realizing your financial goals, enjoying a worry-free retirement, and leaving a loving legacy for your family.

Your Future, Today

Our first priority is helping you take care of yourself and your family financially. We will work with you around your personal situation, help you identify your dreams and goals, and understand your tolerance level for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our website is filled with educational videos, articles, slideshows and calculators designed to help you learn more about many topics. As you search our site, feel free to call or send us a note regarding any questions you may have about any particular investment concepts or products, and we will be in touch within a few days or sooner. We take our clients' (and prospective clients') suggestions seriously as we continually strive to make financial planning more understandable for everyone.

It's All About You 

The realities and complexities of today's financial world and planning can be daunting to anyone. In addition to managing and growing clients' assets, Marc provides his clients with financial education and  knowledge about what is and is not important to each person as it relates to their personal situations. He will ensure that you are not only an active participant in your own planning, but that you understand each step along the way. During your initial meetings, you'll share with him your personal situation, identify your dreams and goals, and help you to gauge your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Marc is a fiduciary. As such, he is required to act in the best interest of clients whose assets he is managing. For Marc this goes without saying, but rest assured that it's also the law.

Schedule your complimentary first meeting with Marc to discuss how he can help you attain your goals. Remember that financial goals, without a financial plan, are just wishes.


<p>The Power of Tax-Deferred Growth</p>

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
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<p>Assess Life Insurance Needs</p>

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
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<p>Long-Term-Care Protection Strategies</p>

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.
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Planning for a Long Retirement

Planning for a Long Retirement

Americans are living longer than ever, thanks to advances in health care, improved diets and better exercise. This is great news of course. But, it also presents you with a significant financial challenge: making sure your money lasts as long as you do. 

The key is to start planning now. By giving yourself as much time as you can to implement a comprehensive financial plan – and to review it along the way – you’ll increase your chances of achieving a comfortable and secure retirement, and live the life you’ve dreamed of for decades to come. 

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<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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<p>Insurance Needs Assessment: For Empty Nesters and Retirees</p>

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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<p>How Stocks Work</p>

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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<p>Perception vs. Reality</p>

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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<p>Countering Counterfeit Currency</p>

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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<p>It May Be Time for a Financial Checkup</p>

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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<p>Split Annuity Strategy</p>

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
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