Regardless of age, income or net worth,
everyone needs a financial plan because
a goal without a plan is just a wish.
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, as well as retirement planning and legacy-building. Striving to protect and enhance your current assets and financial future, Marc and his highly-skilled team work in tandem with his clients to help create and build financial stability and a sense of security, with the goals of achieving financial independence and minimizing taxes in retirement.
Marc's 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.
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.
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.
Assess Life Insurance Needs
Long-Term-Care Protection Strategies
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.
Principles of Preserving Wealth
Insurance Needs Assessment: For Empty Nesters and Retirees
From Boats to Brokers
Perception vs. Reality
Budget Check Up: Tax Time Is the Right Time
It May Be Time for a Financial Checkup
A Bucket Plan to Go with Your Bucket List