Gordon Wollman [ChFEBC℠, CFP®, ChFC, CMFC®, CRPS®, AWMA®, AAMS®, RJFS, Founder & CEO, CFS and Wealth Advisor]
224 N Phillips Ave
Sioux Falls, SD 57104
Original Certificate Date: 8/11/2017
ChFEBC℠ Number: H420617GW
Organization: Cornerstone Financial Solutions, Inc
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.
It doesn’t stop there. Cornerstone’s wealth advisors will continue to monitor your investments, review and evaluate your portfolio performance and update your overall financial objectives. If necessary, our advisors will reallocate your portfolio as agreed upon by you. We offer a discretionary asset management account that allows us to pro-actively manage your account.
Services: Investment management, risk management, protection planning, retirement planning, estate planning, tax planning strategies and federal employee benefits
Additional Information: When you’ve spent your life saving for the future, you want to be sure your future is in good hands. You want someone who knows where you’ve been and where you want to go.
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.