Simon Kinsinger-Cornerstone Advisor Group

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Simon Kinsinger-Cornerstone Advisor Group

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Financial Adviser who empowers individuals and families to achieve financial freedom through quality, integrated financial plans.

Specializing in using a team approach to Help High-Income Professionals Build Tax-Efficient Retirement Plans.

10/22/2026

Nobody grabs an umbrella hoping it'll rain.
You bring it because you'd rather be prepared.

Life insurance is obviously a much bigger decision, but there's something to that idea.

Its primary purpose is to provide a death benefit that can help financially protect the people who depend on you.

Who are you protecting? What would they need financially if you weren't here?

If you're not sure whether your current life insurance reflects those answers, let's talk.

10/20/2026

Here's a quick Estate Planning Awareness Week check-in:
When was the last time you looked at your beneficiaries?

Think about everything that's happened since then.

Marriage? Divorce? Children? Grandchildren? Other changes in who you want to provide for?

Beneficiary designations may apply to life insurance, retirement accounts and other financial accounts.

If life has changed but you haven't checked yours lately, send me a message. Let's make sure a review is on your list.

10/19/2026

It's Estate Planning Awareness Week, so here's something worth thinking about:
Estate planning can involve a lot more than a will.

Beneficiary designations. Life insurance. Retirement accounts. Powers of attorney. Trusts. And other considerations depending on your situation.

It can sound like a lot, but you don't have to figure it all out at once. Maybe you're starting from scratch. Maybe you just need a few important updates.

If you've been putting this conversation off because you don't know where to start, feel free to reach out. I'm here to help.

National Life Group and its representatives do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

10/17/2026

Considering getting life insurance and wondering what to expect of your first meeting with me? Let’s make it simple!
1. We talk about your goals
2. We review your current coverage (if any)
3. We identify options that fit your needs

Ready to begin? Let's connect!

10/03/2026

A life insurance policy is more than paperwork. It’s a promise to protect. I’m here to help you make that promise to your future self and your loved ones. Let’s talk!

10/02/2026

Preparing For Required Minimum Distributions
Required minimum distributions could create a significant tax event. Planning for them in advance, could help mitigate taxes. A financial advisor can help estimate future distribution amounts, identify which accounts may be affected, and consider strategies that may fit within your broader retirement income strategy.

When appropriate, bringing your CPA, CAG tax services, * or other tax professional into the conversation can help connect those projections to your tax return, charitable giving plans, and long-term goals.

Retirement planning looks ahead—not just at what is due this year.

* Equity Services, Inc. and its representatives do not offer tax or legal advice. Tax advice is offered through CAG Tax Services, LLC and independently of Cornerstone Advisor Group, LLC and Equity Services, Inc. For tax advice concerning your own situation, please consult with your independent tax professional or CAG Tax Services.

09/25/2026

Coordinating Your Withdrawals at Retirement
Retirement income isn't just about how much you've accumulated—it can also involve considering how and when you take withdrawals.

As you approach or enter retirement, you may have assets in different types of accounts, including taxable, tax-deferred, and Roth accounts. Each can have different tax characteristics that may be important when considering a retirement income strategy.

A financial advisor can help you evaluate how withdrawals from these different accounts may fit within your overall retirement income strategy. When appropriate, coordinating with your CPA, CAG Tax Services*, or other tax professional can also help ensure that potential tax implications are considered as part of the conversation.

The goal is a coordinated approach that considers your investments, retirement income needs, and applicable tax considerations rather than addressing each in isolation.

* Equity Services, Inc. and its representatives do not offer tax or legal advice. Tax advice is offered through CAG Tax Services, LLC and independently of Cornerstone Advisor Group, LLC and Equity Services, Inc. For tax advice concerning your own situation, please consult with your independent tax professional or CAG Tax Services. TC9109004(0926)1

09/19/2026

Every day I get to help families protect their financial future and build financial stability. That’s something to raise a cup of coffee to!

09/18/2026

What is a financial Advisor and how they may help beyond just managing your investments.

A financial advisor helps you make informed decisions about your money and connect your financial choices to your long-term goals.
They can assist with:
• Retirement planning
• Investment management
• Tax-efficient strategies
• Insurance and risk management
• Estate planning
• Cash-flow and income planning

An advisor should not just focus on your investments—they help you see the bigger picture and create a strategy that can adapt as your life changes. At Cornerstone Advisor Group, we do not just give you generic advice. We work with our clients to build strategies that take all these things into consideration. And we work directly with your CPA or CAG Tax Services who can potentially help with creating more tax efficient strategies for our clients and business owners.

In the next few posts, we will be looking at a few of these in slightly more detail.

* Equity Services, Inc. and its representatives do not offer tax or legal advice. Tax advice is offered through CAG Tax Services, LLC and independently of Cornerstone Advisor Group, LLC and Equity Services, Inc. For tax advice concerning your own situation, please consult with your independent tax professional or CAG Tax Services.

09/11/2026

A financial strategy is personal because what matters is personal.
Family. A home. A business. Education. Retirement. The ability to leave something meaningful behind.
Life insurance can be one part of a broader strategy designed around the people and priorities you care about most.

Address

4118 E Parham Road
Richmond, VA
23228

Website

https://www.cornerstoneadvice.com/

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