Cornerstone Financial Planning, Inc. is a Maryland Registered financial
planning firm. Adviser does not render or offer to render personalized
investment or financial planning advice through this medium. This medium is
limited to the dissemination of general information on the adviser's service
offerings and provides for an efficient method in which a prospective client may
contact the adviser. Advice can only be rendered after the following conditions
- Delivery of our Form ADV, Part II to you.
- Execution of a Financial Planning agreement between the client and the
- Initial payment of the planning fee by the client to the adviser.
- Adviser may transact business only in States in which it is registered, or
in which it is exempted from registration. The Investment Adviser must also
be registered or exempted or excluded from registration in any state in
which it responds to persons in that State to effect or attempt to effect
transactions in securities, or the rendering of personalized investment or
financial planning advice for compensation.
The information in this website is based on data gathered from what the
Adviser believes are reliable sources. It is not guaranteed as to accuracy, and
does not purport to be complete and is not intended as the primary basis for
investment or financial planning decisions.