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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The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Lease Payment
How much would your monthly lease payment be?