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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Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
This article explains the basics of capital gains taxes when selling a home.
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After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
Many insurance companies have begun to raise rates, restrict coverage, or stop selling policies in high-risk areas.
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Where Will You Live as You Grow Older?
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?