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
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Life Insurance Living Benefits
In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.
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Mutual Funds: Do You Know What’s in Your Portfolio?
It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
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How Funding an HSA Could Help Strengthen Your Retirement Strategy
Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.
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If You Don’t Have a Will, You Probably Should
Do you have a will? If not, this article offers three key reasons why you should.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.