Cornerstone Financial, L.L.P., established in 1947 by J. Richard Thomas, Sr., is a highly reputable financial firm based in Towson, MD. With a focus on executive compensation plans, estate planning strategies, personal insurance, employee benefits, and retirement planning, Cornerstone Financial offers a personalized approach to service guided by prudence, solid business ethics, and thoroughness. Their team of experienced professionals holds diverse degrees, designations, and certifications, ensuring clients receive tailored financial and benefits solutions that meet their unique needs with creativity and cost-efficiency.
Recognizing the importance of executive benefits, Cornerstone Financial has developed a strong presence in this field, providing various plans to attract and retain senior executives. Their expertise also extends to estate planning strategies, helping clients transfer their net worth to the next generation or charity in a tax-efficient manner. Additionally, Cornerstone Financial offers risk management services, addressing life, disability income, long-term care, and annuity needs. With a focus on customization, their employee benefits approach provides clients with a range of coverages tailored to their specific requirements, while their wealth management services encompass retirement planning, disciplined investing, income projections, distribution planning, and more.
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