Welcome to Cornerstone Asset Management
Cornerstone Asset Management, Inc. is a registered investement advisor (RIA) dedicated to helping our clients build and protect their wealth in route to attaining their their financial goals. Located in Naperville, Illinois our clients include individual households, business owners and corporate and trustee-directed retirement plans. Our services cover all areas of financial management, from investment and retirement planning to risk management and estate preservation.
Our firm is completely independent so our loyalty belongs exclusively to our clients. Independence enables us to establish working relationships with a number of industry-leading investment firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.
As financial professionals, we will:
Make investment planning easier Recommend financial solutions that fit your needs Deliver timely information Explain how changing financial conditions affect you Deliver goals-based investment portfolios
Feel free to browse our site. You will find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.
Newsletters
-
What Is Cyber Insurance, and Do You Need It?
Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.
-
Student Loan Stress? These Plans Might Help
This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
-
Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
-
Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
Calculators
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Savings Accumulation
Estimate the future value of your current savings.