Gordon Wollman [ChFEBC℠, CFP®, ChFC, CMFC®, CRPS®, AWMA®, AAMS®, RJFS, Founder & CEO, CFS and Wealth Advisor]
7408 S Bitterroot Pl
Sioux Falls, SD 57104
Original Certificate Date: 8/11/2017
ChFEBC℠ Number: 0GW42H671
Organization: Cornerstone Financial Solutions
Broker Dealer: RJFS
States Currently Licensed: SD (licensed and have active clients in more states but our physical office is in South Dakota)
Primary Insurance: Risk Management is an essential part of a comprehensive financial plan. Our advisors will review your risk and insurance needs for adequacy, cost and tax sensitivity. Our practice works with most insurance companies.
Primary Investment: Our team utilizes a wide range of sophisticated investment planning and management services to design a personalized investment strategy based on individual needs and life goals.
Services: Investment management, risk management, protection planning, retirement planning, estate planning, tax planning strategies and federal employee benefits
Additional Information: Through our multi-step financial-planning process, The Cornerstone Experience™, our Wealth Advisors get to know you, utilize robust reporting and analytical tools to evaluate your investments, tax strategy, estate plan, and more in order to design a personalized, realistic plan that gives you the understanding, confidence, and tools you need in order to “Live the life you’ve imagined”.
We will help you:
*Define retirement success for you and your family
*Understand how your portfolio is truly performing
*Identify changes that could optimize your financial strategy
*Plan to manage life changes
*Take advantage of potential tax savings
*Appreciate a sense of comfort in your long-term plan
Our fiduciary obligation to you, our client, is something we take very seriously. The advisors at Cornerstone Financial Solutions work as fiduciaries when providing you advice and managing your money
Securities offered exclusively through Raymond James Financial Services, Inc. Member FINRA/SIPC. Cornerstone Financial Solutions, Inc., is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.