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Experienced, Thoughtful

Fee-Only Investment Management

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Experienced, Thoughtful

Fee-Only Investment Management

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Experienced, Thoughtful

Fee-Only Investment Management

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Why Cornerstone?

An experienced, careful, fee-only, client-centered approach to planning & management is the basis for a long-term ministry to clients based on service & trust.

Why Fee-Only?

A long-term working relationship is best served by paying for ongoing service and management rather than transactions, product sales & sales contests.

Improve Your 401(k)

Most business owners and senior executives are unaware of their personal liability as fiduciaries on their 401(k) plans or that there are best practices, policies and reviews that should be installed with their input to properly fulfill their fiduciary responsibilities and improve the plan.

Indian Trail, NC (Main Office)

3003 Thorndale Rd.
Indian Trail, NC 28079

704-698-1040 Phone
855-557-5474 Fax
DaveH@CornerstoneInvestment.com
www.CornerstoneInvestment.com

Charlotte, NC (Satellite Office)

10800 Sikes Pl. #300
Charlotte, NC 28277
704-698-1040 Phone
855-557-5474 Fax
DaveH@CornerstoneInvestment.com
www.CornerstoneInvestment.com

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