Insuring a Bright Future

Insurance & Retirement plans for peace-of-mind, 

in all your endeavors!



Insurance made easy; Benefits done better.

Select your need

Insurance

Insurance coverage to meet every need: Commercial General Liability, Workers Compensation, Liquor Liability and more!

Financial

Retirement Planning, Investments, 

Social Security Planning, 

Tax Planning

About Us

Protecting Futures

We have years of insurance experience helping clients prepare for the unknown. Ask us about:

  • Commercial Liability
  • Workers Compensation
  • Liquor Liability / Special Events
  • Group Benefits 
  • Auto / Home / Umbrella 
  • We can access many different insurance products so you can get the right one for you.

Assessing Need

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.

Building Relationships

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.

Our Team

Tony Martinez

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

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.   

Member FINRA; SIPC

  

Securities offered through Securities Service Network, LLC, Member FINRA/ SIPC.  


 Fee based advisory services offered through SSN Advisory, Inc. a registered investment advisor.


https://brokercheck.finra.org/


  

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.