We help you make retirement, the worlds longest coffee break

Meet Our Team

<b>Who We Are</b>

Who We Are

For more than 20 years, the financial advisors at The Cornerstone Group, LLC in Ocean Springs, MS have been helping families work toward their pre-retirement and retirement needs. At The Cornerstone Group we offer professional advice and personalized service. Every family has its own unique circumstances and we will work with you to design a plan that fits your needs. We are focused on preserving and managing your assets and preparing you for life’s unexpected occurrences. Our investments advisors will help you prepare to live the life you choose throughout your retirement years.

<b>Our Approach</b>

Our Approach

We create strategies tailored to your needs and goals.

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<strong>Our History</strong>

Our History

Years of experience have prepared The Cornerstone Group, LLC to guide you through life's transitions.

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<strong>Our Values</strong>

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours.

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<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

Our approach has a comprehensive wealth management focus with an emphasis on retirement planning, investments, risk management, estate planning and even college planning for your children or grandchildren.

As we work with you to build your unique strategy, we learn about your goals, your dreams, your investment history and your risk tolerance. After we have established your game plan, we will implement your strategy and make adjustments as needed when the financial landscape changes or your goals and priorities change.

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

We are powered by the resources of LPL Financial, the nation’s largest independent broker/dealer.* Our relationship with LPL provides us with up‐to‐date research, and a wide range of tools, and resources toward meeting your financial goals. LPL Financial has no proprietary products, which enables us to provide you with objective financial guidance.

Our goal is a life‐long relationship with each of our clients. The foundation of that relationship is open, honest communication, and an ongoing commitment to your financial independence.

*As reported by Financial Planning magazine, 1996­‐2018, based on total revenue.

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