Insurance & Retirement plans for peace-of-mind,
in all your endeavors!
Insurance made easy; Benefits done better.
We have years of insurance experience helping clients prepare for the unknown. Ask us about:
Many financial experts will tell you, unforeseen events and a lack of the right kind of insurance, can spell trouble quickly! Call us today, and we'll analyze your insurance needs and get you covered quickly at the right price.
Everyone has different insurance needs, even those in the same types of business. Call us today for a personalized business or individual assessment and find out how we can help protect your hard-earned assets.
We are a family business; we treat our clients like family.
Tony began his career as a classically trained Chef who has had a storied career, working and studying under many world renowned Chefs. Now, working with Hotels, Restaurants and all types of businesses, Tony helps reduce the cost of risk and to ensure your business can continue in the event of loss.
Michelle Martinez, our Financial Advisor, brings nearly two decades of Financial Planning to Cornerstone. She is a retirement and wealth accumulation specialist who really enjoys getting to know her clients! Coupled with active wealth management, she uses tax planning to minimize taxes for clients and social security planning to potentially uncover dollars you didn't know you had.
Fee based advisory services offered through SSN Advisory, Inc. a registered investment advisor.
This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, MN, NY, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.