Cornerstone Retirement Partners is an independent fiduciary financial advisory and Medicare firm based in Grand Rapids, MI. With over 20 years of experience, their team of professional financial advisors and Medicare specialists assist working individuals with the retirement process, including signing up for Medicare, Social Security, and creating income plans from accumulated wealth. They also coordinate with elder law attorneys to help retirees transition their wealth to their loved ones while qualifying for Medicaid.
As investment fiduciaries, Cornerstone Retirement Partners takes care of all aspects of retirement planning, going beyond just managing 401k accounts. They specialize in financial planning, managing assets throughout retirement, and providing Medicare planning services. In addition, they offer social security strategy and analysis sessions, tax planning, long-term care planning, Roth IRA conversion strategies, and various individual insurance services.
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