ABOUT US

Where Experience
Meets Excellence

Our Company

Cornerstone Financial Consultants was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry.

For each of our clients we strive to create financial stability and security to provide financial independence.

Meet our team of dedicated professionals.

Your hometown team of financial & client support experts who prioritize your vision, needs, & wealth goals.

Owner / Business Manager

Joe Loewenstein

Partner (CFP, ChFC)

Financial Planner

Administrative Assistant

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.

If you have any questions about your current financial situation or wish to schedule an appointment please contact us.

AFFILIATES & RECOGNITIONS

Discover for Yourself

Why so many choose Cornerstone as their foundation for the future.

"Awesome people on helping us get our house closed on. Fast friendly and all around good people."

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From Our Founder

We take pride in what we've built —a place where clients become family and financial guidance comes from the heart. Every day, I'm grateful for the trust our community places in us to help build their futures one relationship at a time.

Erin Wideman

- Founder

Articles to Educate and Inform

Intellectual Property Rocks in a New Digital Era

Intellectual Property Rocks in a New Digital Era

The concept of an artist’s estate may undergo significant changes in the digital era. With the potential for avatars to continue generating revenue long after an artist’s passing, careful estate preparation becomes crucial. Artists and creators must consider how their IP and the resulting royalties are scheduled to be managed and protected, helping to structure their legacy so that the financial benefits it generates remain preserved for future generations.

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Steps to Protecting a Child with Disabilities

Steps to Protecting a Child with Disabilities

You should also make sure you have an up-to-date will that reflects your wishes. Consider creating a special needs trust, the assets of which can be structured to fund your child’s care without disqualifying them from government assistance. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.

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Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

GRATs are particularly popular among individuals who own shares in startup companies because the stock price appreciation for IPO shares often exceeds the IRS's assumed rate of return. This allows more money to pass to beneficiaries without affecting the grantor's lifetime exemption from estate and gift taxes.

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Intellectual Property Rocks in a New Digital Era

Intellectual Property Rocks in a New Digital Era

The concept of an artist’s estate may undergo significant changes in the digital era. With the potential for avatars to continue generating revenue long after an artist’s passing, careful estate preparation becomes crucial. Artists and creators must consider how their IP and the resulting royalties are scheduled to be managed and protected, helping to structure their legacy so that the financial benefits it generates remain preserved for future generations.

Read impact study

Steps to Protecting a Child with Disabilities

Steps to Protecting a Child with Disabilities

You should also make sure you have an up-to-date will that reflects your wishes. Consider creating a special needs trust, the assets of which can be structured to fund your child’s care without disqualifying them from government assistance. Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.

Read impact study

Check the background of your financial professional on FINRA's BrokerCheck.The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Cambridge's Form CRS (Customer Relationship Summary)

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cornerstone Financial Consultants, LLC, and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of AR, AZ, FL, IL, KS, MO, TX, WA and WY.. No offers may be made or accepted from any resident outside the specific states referenced.