As of 6/11/18, Cornerstone Financial merged with CoreNorth Capital Planning. We are all located at 13111 E 21st St N, Wichita, KS. Phone numbers and email addresses remain the same.
We are passionate about enriching our community’s wealth by forming unique relationships throughout a financial process tailored to each individual. The markets are complex and life is short – we help simplify our client’s lives by building a solid financial plan to provide balance their lives and allow them to spend their time in more fulfilling ways – not stressing over money.
Business owners and corporate executives find we allow them to spend more time focusing on their daily career and business demands. We help them manage assets, provide solutions to stock options and retirement accounts, and provide discipline to develop and implement an investment, tax, estate, and insurance plan that meets their goals.
Your need for objective advice drives our independence.
Independence – Objectivity – Integrity
We believe our choice as an independent financial professional serves your best interests because we have the freedom to offer you objective guidance. This means we are not forced to sell proprietary products or meet any sales quotas. Therefore, we are not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals.
What is an independent financial professional?
Objective advice on achieving your financial goals may be best delivered by an independent financial professional.
- As an independent financial professional, we are not an employee of an investment or financial services firm – we are an independent business owner (CoreNorth Capital Planning).
- We have the freedom to structure our business in a manner that best serves our clients.
- As an independent financial professional, we utilize a broker-dealer (Cambridge Investment Research) who provides services that include processing investment business, marketing assistance, practice management, and education. In addition, the broker-dealer (Cambridge) holds responsibility for regulatory compliance and adherence to securities laws.