We customize your financial plan to your unique circumstances, taking your current situation into account as well as your desired future, including your dreams for retirement. Designed to be comprehensive, a financial plan takes a broad look at your entire financial picture, encompassing your income, expenses, college savings accounts, retirement accounts, investments, and more.
Financial Planning
In addition to helping you map out and plan for short- and long-term goals like vacations, home purchase, having children, and paying for college expenses, your financial plan includes insurance provisions to help protect you from financial risks, as well as estate planning strategies and final documents. It really touches on every aspect of your financial life.
Importantly, at American Cornerstone we always put your best interests at the forefront, and that includes considering taxes and how we can mitigate and reduce them at every point, as well as for the long-term during retirement. CPAs often look backward, but we work closely with them to look forward to new future tax reduction possibilities. Designed to shift throughout the years, financial planning services include ongoing updates as your life circumstances change.
Short & Long-Term Financial Planning • Retirement Planning • Tax Reduction Strategies • Estate Planning • Investment Planning • 529 College Planning • Insurance Planning • Business Continuation Planning • Long-Term Health Care • Nursing Home & Home Health Planning
Our top priority is always about helping you take care of yourself and your family.
We treat you like family at American Cornerstone Group. 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 planning for your short- and long-term financial goals today. Call us at (215) 672-7676 or schedule online.
- College planning? Check.
- Retirement planning? Check.
- Estate planning? Check.
- Investments? Check.
- IRAs, 401(k)s, Social Security planning? Check, check & check.
It’s All About You
Long-term relationships that encourage open and honest communication have been the cornerstone of our firm since its inception and the foundation for our success. We want to learn as much as possible about your personal situation, your dreams and goals, and your tolerance for risk. The first step toward your journey to financial stability is having written goals, then implementing a custom plan developed just for you and your family through the generations.
Independent | Fiduciary | Multiple Strategic Partners
Our firm is independent and unbiased, and we have access to a large universe of financial services and products. As fiduciaries, we are legally required to do what’s in your best interests at all times, and that’s exactly the way we want it. We work as a team with your own legal and accounting professionals, or we have a network of strategic partners, CPAs, analysts, and estate attorneys that we can bring to the table on your behalf.
Schedule a Complimentary Consultation
Educational Resources
Our website is filled with educational videos, articles, and whitepapers designed to help you learn more about many financial topics, especially important during volatile and turbulent times. Be sure to explore the site, bookmark, and check back regularly to see more! If you have any questions that come up, feel free to call or send us a message. We take our clients’ (and prospective clients’) questions and suggestions seriously as we continually strive to make financial planning more understandable for everyone.
Our top priority is always about helping you take care of yourself and your family.
Schedule your complimentary first meeting with us to discuss how we can help you attain your financial goals. Remember that goals without a plan to achieve them are just wishes!
Schedule an AppointmentAmerican Cornerstone Group, Inc.
12106 Centennial Station
(Bldg. 12, Professional Center)
Warminster, PA 18974
Office: (215) 672-7676
Fax: (215) 682-7676
© 2025 American Cornerstone Group. All Rights Reserved. Securities and investment advisory services offered through Silver Oak Securities, Inc., member FINRA / SIPC. American Cornerstone Group, Inc. and Silver Oak Securities, Inc. are not affiliated.
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Contact Us
Let’s spend 60 minutes on a call together to talk about your financial and retirement goals and what we might to do help you achieve them. Schedule a time, call us at (215) 672-7676 or send us a message here.
