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This article brought to you by Matt Stutes, CFP, of Cornerstone Wealth Management, The Herald-Pioneer Insider Financial Planning Expert.

Matt Stutes, CFP

Creating an effective financial plan takes time, knowhow, and experience. Even if you're using popular consumer

financial tools, planning on your own may be overwhelming

and frustrating. By consulting with a financial advisor who has daily professional experience, you can reduce your

workload and ensure your plan is comprehensive and based on current trends and data.

When you partner with an advisor, you'll gain:

1. Knowledge of options and alternatives tailored to your specific financial situation.

2. Connections to a network of professionals (accounting, legal, real-estate, insurance, trusts) when additional expertise

is needed.

3. Advice and support from an experienced professional committed to guiding you toward long-term financial well being.

Cornerstone Wealth Management

486 N.W. 2nd Avenue

Canby, OR 97013


Securities and advisory services offered through LPL Financial, a registered investment advisor.


The opinions voiced in this material are for general information only and are not intended to provide

specific advice or recommendations for any individual. Rebalancing a portfolio may cause investors

to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

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