William Rfc's Contact Details

William Rfc's Company Details

Cornerstone Financial Strategies, LLC.

Tacoma, WA, US • 5 - 9 Employees
Financial Services

http://www.LiveYourIdealLife.com Tel: (253) 756-2003 | ContactUs@LiveYourIdealLife.com505 Broadway • Suite 400 • Tacoma, WA 98402Financial planning is a lot like owning a sports team. If there's no one coordinating the team members, they will do what they do best individually, but lose as a team. Why? No one knows what the other's game plan is. At Cornerstone Financial Strategies, we understand people try to hire the best professionals (attorney, CPA, financial advisor, etc.) at what they do; but often fail to have them communicate as one team with the same goal—your desires and values. This is why at Cornerstone Financial Strategies, we offer values-based (what's most important to you), comprehensive (corralling all the pieces of the puzzle) financial planning. Since money is not the most important thing in life, we ensure your custom-catered, personalized solution will take into consideration your most important goals aligned with your most deeply held values.All this with Cornerstone Financial Strategies' unprecedented level of service!Investments products and services available only to residents of: AK, AL, AZ, CA, CO, FL, GA, IL, KY, MS, MT, NC, NM, NV, OH, OR, PA, TN, VA, WA We are licensed to sell insurance products in the following states of: AZ, CA, CO, FL, GA, IN, KY, MS, NC, OR, WA Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and Investment Advice offered through Financial Advocates Investment Management, a Registered Investment Advisor, DBA Cornerstone Financial Strategies LLC and a separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Member FINRA www.finra.orgMember SIPC www.sipc.org