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Cornerstone Financial, LLC

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United States
Mandeville, LA
Cornerstone Financial, LLC

Our goal is to help people make your money safer and stronger. Our goal is to help people make their money safer and stronger. How may I serve you?

At Cornerstone Financial, LLC, we work from a comprehensive one page model so that you can see everything in your financial world on one page. Our clients say that they trust us, and we give them peace of mind. The plans we put together comprehensively integrate all areas of a person’s financial world so that there’s less waste, less risk, more protection, more liquidity, and more strength. SOME OF THE THINGS WE CAN HELP YOU WITH:

-Guaranteed lifetime income in retirement planning
-Debt reduction and budgeting
-Matching your goals and dreams to your retirement
-Social Security income analysis
-Investment and insurance education and placement
-Developing a fully funded succession plan for your business
-Helping young professionals get off to a good start financially

I have over two decades of experience providing quality, results-oriented financial engineering. My team and I primarily serve the southeastern United States but also have clients nationwide in 22 states and growing. Our sweet spot is business owners or entrepreneurs who are looking to put together a comprehensive financial plan with preparations for a successful and smooth retirement while they continue to grow their well diversified investment portfolio with a foundation of guarantees under strategically chosen risk. Because we are independent, we can use virtually any financial product or tool on the market today. I am constantly analyzing and searching for vehicles that are safe and strong for my clients’ portfolios. Please contact me at [email protected]. Reach out through email if you'd like a no fee, no obligation analysis of your current investment portfolio with my insights on any leaky holes in your financial bucket and ways to help patch those deficiencies. I have a license for Life Insurance in: LA (resident), CO, HI, MS, MO, TN, TX, VA, MI, and FL. And I also have a Series 65 license.

10/29/2026

🎃 Happy World Savings Day! 🎃

Saturday isn’t just about candy. It’s also World Savings Day. 💰

Here’s a treat that lasts longer than a bag of chocolate: pay yourself first. Set up an automatic transfer to savings, even a small one, and let it grow quietly in the background.

No tricks. Just a habit your future self will thank you for.

Need help building a savings plan? We’re here for you. 👻

10/27/2026

October is National Financial Planning Month, and there’s still time to make it count. 📅💰
Financial planning isn’t just for the wealthy or for people nearing retirement.
It’s for anyone who wants their money to work toward the life they actually want. With the year winding down, now is a great moment to pause and take stock.
Here are a few simple steps you can take before October wraps up:
✅ Review your budget.
✅ Check your emergency fund.
✅ Revisit your goals.
✅ Look at your retirement contributions.
✅ Get ready for year-end.
✅ Update your beneficiaries and important documents.

You don’t have to have everything figured out at once. The most important step is simply starting, and then sticking with it.

What’s one financial goal you’re focusing on before the end of the year? Share it below! 👇

10/22/2026

We want to hear from YOU! 💬

Our goal is to share content that actually helps you make confident decisions about your money. So we're asking: what financial topics are on your mind right now?

Whether it's retirement planning, saving for college, managing investments, taxes, or just figuring out where to start, no question is too big or too small.

Drop your questions and topic ideas in the comments or send us a message. Your input will help shape what we share in the months ahead!

10/19/2026

Ready to take the first step with your financial future?

Call our office today: (985) 626-7574.

Helping make your money safer & stronger!

10/09/2026

Your wealth should work as hard as you do.

💼 Our planning process starts with one thing: listening. Before we recommend anything, we take the time to understand what matters most to you and your family. From there, we focus on:

✅ Preserving your capital
✅ Reducing financial inefficiencies, including income and estate tax liabilities and underperforming assets
✅ Moving your money to its highest and best use
✅ Working to increase your overall level of gain
✅ Building countermeasures for your biggest risks
✅ Advancing your legacy for the next generation

And to bring it all together, our Two-Page Financial Model lets you see all of your financial holdings at once, with clarity and simplicity.

Ready to see your full financial picture? Let’s start the conversation. 📞 [985-626-7574]

10/08/2026

💰 What Are Required Minimum Distributions (RMDs)? 💰

Saving in a traditional IRA or 401(k)? Here’s what you need to know 👇

📌 What they are: The minimum amount the IRS requires you to withdraw each year from tax-deferred retirement accounts

🏦 Which accounts: Traditional IRAs, 401(k)s, 403(b)s, SEP IRAs and similar accounts

🎂 When they start: Age 73 (age 75 if you were born in 1960 or later)

📅 Deadlines: Your first RMD can wait until April 1 of the year after you turn 73. After that, it’s due by December 31 every year.

🧮 How it’s calculated: Last year’s ending balance ÷ your IRS life expectancy factor

✅ Good news: Roth IRAs have no RMDs during the original owner’s lifetime

💡 Want to talk about your current or future RMD's? Reach out today to schedule a call - (985) 626-7574.

10/02/2026

Most people don't have a financial plan.

They have financial pieces.

🧩 A retirement account
🧩 A life insurance policy
🧩 Some investments
🧩 A will they wrote 12 years ago (maybe)

Each piece might be fine on its own. But when no one is looking at the full picture, things slip through the cracks: overlapping coverage, missed tax opportunities, beneficiaries that are out of date, or investments that don't match your timeline.

A comprehensive plan puts the puzzle together. It asks:
✔️ When do you want to retire, and what will it take?
✔️ How can you keep more of what you earn?
✔️ Is your family protected if something unexpected happens?
✔️ What happens to your wealth when you're gone?

Let's look at your full picture and bring the puzzle pieces together - (985) 626-7574.

09/30/2026

As Life Insurance Awareness Month comes to a close, I wanted to share what life insurance means to me:

It makes every other part of my financial world stronger. 💪

I use it as a family bank for both emergencies and opportunities. 🏦👨‍👩‍👧‍👦🚨🚀

It brings great peace of mind to my family and businesses that I have this protection. 🏡🏢

It is a single most important investment that I make each year: it is an investment in who I am not only economically, but also as one who wants to leave a multigenerational legacy. 📈🌳👴👨👦

If you would like to talk about what life insurance can do for you and your family, give me a call: (985) 626-7574. 📞

Chris

09/28/2026

Happy Birthday to our favorite boss!!! We hope you have the best day ⭐️🍸6️⃣5️⃣‼️‼️

09/25/2026

It's Fri-YAY here at Cornerstone Financial!! 📊🏡 💲

Whoever is the first to guess this team member will win a $10 giftcard to Starbucks!!

Put your guess below and if you are the first to guess - Katy will reach out and send you your prize!

We appreciate you!! ❤️

Address

801 Asbury Drive, Ste D
Mandeville, LA
70471

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://safestrongmoney.com/

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