It is all about planning…
Financial planning is the process of organizing and allocating your financial resources to meet your life’s plan. It’s the business plan for your family that carefully targets each area of your life: …your home, your spouse, your children, your security, your lifestyle, your legacy and your imagination.
At Cornerstone Financial Partners LLC, we take the time to get it right. We understand every family is unique and the vision of your life is yours alone. We help people plan for more than market cycles, we help them plan for lifetimes.
While what we do is complex, what motivates us to do it is very simple: we want to help people. That desire is the foundation of our firm and the spirit that drives us every day.
We believe the business of financial planning is a business of professional experience and personal insight, of using collective wisdom to achieve individual aspirations. At the same time, we draw on the vast technological and informational resources of Raymond James, one of the nation’s leading financial services companies. The result is a visionary financial plan that is both comprehensive in scope and as distinctive as a fingerprint.
Carlie L. Dugan, Managing Partner of Cornerstone Financial Partners LLC, an Investment Advisor Representative and Registered Representative of Raymond James, recently launched the firm after 12 years of managing the Private Wealth Group at Danversbank. Along with her former teammate, Greg L. Miner, Vice President of Cornerstone Financial Partners LLC, an Investment Advisor Representative and Registered Representative of Raymond James; she has expanded the depth and breadth of services provided. Carlie recently became a member of the 2012 Raymond James Executive Council*, acknowledging an extremely high level of commitment to clients through personal service and professional integrity.
The Advisors at Cornerstone Financial Partners specialize in serving two core groups of clientele: Those individuals or families at or nearing retirement, or within 10 years of that stage in life; and those with emerging wealth who are just beginning to develop a life plan.
Getting ahead of the curve can make all the difference. Call us today for a confidential consultation.
Carlie L. Dugan
Managing Partner,
Cornerstone
Branch Manager, RJFS
Cornerstone Financial Partners LLC
900 Cummings Center
Suite 307-T, Beverly, MAÂ 01915
978-338-6614, Fax:Â 978-522-4053