American Cornerstone Group, Inc., with Marc Rosenblum, CFP, FRC, ChFC, CLU at the helm, is a full-service financial services firm. As a Certified Financial Planner professional and an Independent Advisor Representative of Silver Oak Securities, Marc offers comprehensive wealth and financial assets management and retirement planning services, including for federal employees as a Federal Retirement
Consultant. Striving to protect and enhance your current assets and financial future, Marc works in tandem with his clients to help create and build financial stability and a sense of security, with the goal of achieving financial independence in retirement. As a fiduciary, Marc always puts his clients' best interests first and foremost. American Cornerstone Group is an insurance and financial services firm that specializes in wealth management and asset preservation, which includes retirement planning and legacy-building. Marc works alongside his clients to help create and build financial stability and a sense of security with the goal of achieving financial independence in retirement and a loving legacy for their families. He built his company on a solid foundation of outstanding client service and in-depth market knowledge. Since 1981 Marc has helped to protect the financial health of his clients from all walks of life, including retirees, pre-retirees, professionals, non-professionals, their parents and their children. He designs and shapes comprehensive and highly individualized financial packages to complement the complexities of wealth management, and those products and packages are as diverse as the clients he serves. Whether clients are already experienced in the world of financial planning or are just starting to build their savings, portfolio or retirement plan, Marc and his skilled team can help every step of the way. Marc will partner with you to determine the adequacy of your current financial status and situation and -- through his own vast experience and knowledge as an investment manager, as well as that of the outstanding external managers he has worked with over the years -- can offer tailored solutions designed to meet your specific needs and goals, whether they be in investments, financial and retirement planning, insurance, tax-reduction strategies, IRA planning, Social Security | Medicare | Medigap planning, or any other investment and advisory areas. His vast experience in investments, tax strategies, retirement planning, Social Security, life insurance, estate planning, long-term care, and much more, can help you take the next important step toward realizing your financial goals, enjoying a worry-free retirement, and leaving a legacy for your loved ones. Marc's well-earned, excellent reputation drives his high level of customer satisfaction. When clients are comfortable and confident in their financial stability, Marc knows he has done his job. The realities and complexities of today's financial world and planning can be daunting to anyone. In addition to managing and growing his clients' assets, Marc provides them with the financial education, qualifications and knowledge about what is and is not important to each person, and that is the cornerstone of what Marc does for his clients.
