402-363-7436 Home About Services LPL Education Tools Contact It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. LEARN MORE Welcome to Cornerstone Investments Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. CONNECT WITH US Retirement Planning We create strategies that are tailored to your needs and goals. College Planning Years of experience have prepared us to guide you through your life transitions. Investment Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Insurance Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources. Where Do You Want Your Financial Roadmap To Take You? Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. We strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance. LEARN MORE Ready to get started? Name Email Phone Message Contact Office: 402-363-7434 Toll-Free: 800-642-6608 Office: 402-363-7436 Fax: 402-363-0005 529 Lincoln Avenue York, NE 68467 Send an Email Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cornerstone Bank and Cornerstone Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Cornerstone Investments and may also be employees of Cornerstone Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cornerstone Bank or Cornerstone Investments. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Federal Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. When you access one of these web sites you assume total responsibility and risk for your use of the web sites you are linking to. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.