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Product & Services: Insurance

American Cornerstone Group

Insurance

At American Cornerstone Group, we use insurance as part of your comprehensive financial plan to help shift risk away from you and your family and over to insurance companies instead. Today’s policies offer multiple features, and as an independent advisory firm, we have access to hundreds of options.

Life insurance can secure your financial legacy with tax-advantaged wealth transfer opportunities, including advanced planning using trusts for more complex estates. Annuities (another type of life insurance contract) can be leveraged as a retirement income asset to supplement Social Security income, while providing tax-advantaged potential growth and protection from market risk.

Additionally, we can also help you with Medicare insurance, which you can file for within the three months before and three months after you turn 65. And remember, Medicare doesn’t cover long-term care. People can be surprised to find out that Medicare doesn’t cover this expensive potential necessity, which can be around $9,000 per month for a semi-private room in a nursing facility. We’ll help you find options to pay for potential assistance you may need with daily living activities as you get older, including in-home options. There are many strategies to provide funds, and we can help you compare them. Best of all, new long-term care insurance strategies can provide funds if you need them, and other benefits if you don’t.

Life Insurance • Annuities • Long-Term Care Insurance • Disability and Critical Illness Income • Medicare Supplement (Medigap) • Medicare Advantage • Medicare Prescription Drug Plans

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.
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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.

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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.

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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.

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Downloadable Whitepapers

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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!

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American 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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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.

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