Benefits of Financial Planning - Part 3: Your Partner in Planning
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
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.