Our Services

 

 

 

 

 

Melanie, Trey, Michael, and John Berry (Spring 2016).

 

 

 

 

No two situations are alike. With each client, Corner Post Financial Planning offers an individualized and comprehensive approach. While developing a plan for you or updating your current strategy, we will walk you step by step so you feel more confident in your decisions.

After your strategy is developed in accordance with your goals, we will execute and monitor the plan.

Corner Post Financial Planning is independently owned and operated. That way, we can access a variety of products and services that truly help meet your needs.

When you hire Corner Post Financial Planning, you are not alone on your financial journey. At the same time, it's important for you to know that we are not alone. In addition to our in-house team, we utilize a highly qualified Financial Solutions Team as part of our relationship with the broker-dealer Investment Centers of America, as well as knowledgeable investment and insurance professionals across the United States.

If you have a problem, no matter how simple or complex, we will work to find a solution.

While no two financial plans are alike, we often address the following needs:

  • Saving for retirement
  • Planning for retirement income
  • Comprehensive financial plans
  • Social Security analysis
  • Life insurance
  • Long-term care planning
  • Business owners who need company retirement plans
  • College savings/gifts to minors
  • Gift planning