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Financial Cornerstone Group

Financial Cornerstone Group


About Us

Financial Cornerstone Group is a team of holistic Financial Advisors providing advice and financial services to individuals, families, non-profit and for-profit organizations. Our Advisors provide education and guidance in nearly all aspects of our clients' financial lives by providing in-depth, tax-efficient financial planning, as well as investment management. We also offer asset management and protection via Life Insurance, Long-term Care Insurance, and lifetime income strategies.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Financial Cornerstone Group and JWC/JWCA are unaffiliated entities.

Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.


  • Investment portfolio analysis - to keep you informed of your investment performance, and to make adjustments as needed
  • Corporate 401(k), Retirement Plan & Investment Management
  • Pension & 401(k) Rollover Planning & IRA Account Management
  • Retirement financial planning education & Estate Planning-to protect the wealth you've worked for
  • Insurance Planning-provide for your family's future needs


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Rep/Contact Info

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Beth Courtney
Owner | Wealth Advisor

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