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Business & Estate Planning
Overview


Cornerstone Advisors provides business development, succession and estate planning predominantly for privately-held businesses and their owners having a net worth in excess of $10 million. The firm assists in executing the efficient transfer of assets of business owners to future generations through the development and implementation of individually designed strategies based on client needs. Insurance planning is utilized as a tool to fund business succession, estate tax, and/or charitable legacy liabilities anticipated after the development of these plans.

Our fee-based consulting services include mergers and acquisitions, management training, organizational development, compensation planning and corporate financing. Cornerstone has the capability to perform valuations and other consulting work associated with the business estate planning and business succession planning services mentioned previously.

The firm is a member of the M Financial Group (a national network of financial services firms that work in conjunction to obtain insurance pricing advantages and proprietary products).



Securities Offered Through M Holdings Securities, Inc.
A Registered Broker/Dealer, Member FINRA/SIPC
Investment Advisory Services Offered Through Cornerstone Financial Consultants, Ltd.
Cornerstone Financial Consultants, Ltd. dba Cornerstone Advisors is independently owned and operated.
Cornerstone Financial Consultants, Ltd. and their registered representatives are presently licensed to sell securities products in PA, DC, MA, MD, VA, & NC.
Residents of other states should consult with a local registered representative for securities products. Proper state registration is mandatory prior to conducting business in any state.