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Business to Business

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Markets We Serve
Business to Business

Tax Free Retirement Strategy

Employee and Employer Retirement Programs – FREE to the Business
There is NO MANAGEMENT – Personal Bank Draft
Plans are PORTABLE – They take it with them

Plans are liquid (No 59 ½ Rule), Can never lose value in a market crash, not just for Retirement but also to purchase a House, Car, Business, Vacation, College, Anything)

Marketing B2B creates lead flow for yourself and many others (Strategic Partnerships).

Getting in front of groups allows for a higher volume of Individual Life & Retirement Planning.

Can pivot to Tax Savings Programs, Medical, Other.

LET’S CHAT

Schedule a Meeting

Getting started is easy! Simply fill out the form below and set up a meeting with one of our experienced team members. In this introductory call, we’ll discuss your financial goals and go over the materials we need from you in order to move forward.

Cornerstone Financial Associates is a New Jersey-based comprehensive wealth management firm. We provide comprehensive investment and retirement plans coupled with strategies to secure and protect your assets.

Contact

Cornerstone
Mobile: (862) 201-5581
Mobile: (973) 343-5045
Fax: (973) 267-0341

161 Madison Avenue
Suite 230
Morristown, NJ 07960

320 Broad Street
Redbank, NJ 07701

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