Cornerstone Financial Planning

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Financial Planners, Financial Planning Consultants, Financing Consultants

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Today: 9:00 am - 5:00 pm

19 Years

in Business

(603) 431-1133Call Visit WebsiteVisit Website Map & DirectionsDirections70 Old Post RdNewington, NH 03801 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Newington with Financial Planners

Eliot (6 miles)
Portsmouth (7 miles)
Greenland (8 miles)
Durham (8 miles)
Newmarket (8 miles)
Kittery (10 miles)
Dover (11 miles)
Stratham (11 miles)
Rye (11 miles)
North Hampton (15 miles)

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Smart Decisions for Life’s Transitions

General Info: Cornerstone Financial Planning is the caring, objective voice in all things financial, helping its clients through transition and toward more confident decision-making for the long-term. With proven expertise and trust, Cornerstone builds a realistic picture of the financial future bringing experience, order and clarity to what is possible.
Email: Email Business
Extra Phones: Phone: (603) 436-9149
Other Link: http://cornerstoneplanning.com
Categories: Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service

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Details

Phone: (603) 431-1133

Address: 70 Old Post Rd, Newington, NH 03801

Website: http://cornerstoneplanning.com

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Cornerstone Financial Planning

Tax Planning
For financial planning, investment management, retirement planning, socially responsible investing, and tax planning services, we generally work with clients whose investment assets total more than $750,000. Our fee structure is as follows...
Tax Services
Income Tax
When you file your income tax return, your filing status depends on your marital status at midnight on December 31

Investment Management
For years, our investment management clients have relied on us for objective, independent financial advice and a wide range of problem-solving services. Our goal is to simplify your life through a responsive, integrated approach to the accumulation, protection and transition of your wealth.
Bonds
Wealth Management
Prior to joining Cornerstone, Mackenzie worked at UBS Private Wealth Management in Boston. Before that, she was a portfolio manager at SMI Management and Research in Damariscotta, Maine. She completed her Financial Planning coursework at Boston University and received her certification in 2013. Mackenzie graduated Magna Cum Laude from Roger Williams University with a Bachelor of Science in Financial Services.

Accounting Services
Payroll Services
Cash Flow Analysis

Financial Planning
We are growing! If you are interested in joining our Cornerstone Financial Planning team, we'd love to hear from you. Please email your resume and cover letter to Mackenzie Parsons at Mackenzie@cornerstoneplanning.com.
Retirement Planning
Does your retirement planning ensure that your retirement savings are in the right places for your particular tax bracket?
Annuities
It is not unusual, when splitting assets in a divorce, to divide each account right down the middle. That might be fine to do for most types of investment accounts, but when it comes to annuities you need to be very careful. Because of their unique structure, dividing an annuity can have unexpected tax consequences. Read More
Long Term Care
Our passion here at Cornerstone is helping our clients plan their financial future. One key component to discuss is long-term care. It’s easy enough to keep putting the discussion off for “another time”, but as with so many other things, the sooner you start, the more manageable the task is. Read More
Asset Management
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
College Funding

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