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Life’s too important for guesswork.

You deserve more than advice, you deserve a strategy that supports your life, protects your family, and brings peace of mind.
From comprehensive financial planning to investment guidance and retirement strategies, we help you plan wisely today so you can live with clarity and confidence tomorrow.

Confidence in Your Decisions

You’ll never have to guess. We bring clarity to complex choices so you can move forward with confidence and peace of mind.

A Strategy That Fits Your Life

No cookie-cutter plans. We take time to understand your goals, family, and values then build a plan that supports them.

A True Fiduciary Partner

We don’t work on commission, and we don’t push products. Our only agenda is helping you succeed.

View Our Latest Financial Market Update:

Hear from a member of our team on current market conditions and how your family can prepare for the road ahead.

Planning for Life’s Most Important Priorities

From retirement and education to protecting your family and future, we help you make confident decisions about the things that matter most. With clear guidance and a plan built around your goals, you’ll be ready for whatever lies ahead with peace of mind today and security for tomorrow.

Retirement Planning

College Planning

Estate Planning

Insurance Planning

Long-Term Care Planning

Investment Management

Short Videos. Straight Answers. Smarter planning starts here.

Financial Clarity, One Insight at a Time
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Make Smarter Financial Moves

Explore our suite of interactive calculators, from retirement savings to loan planning and future value projections. Whether you’re planning for college or thinking about your next big step, these tools help you run the numbers and make more confident decisions.

Mortgage Calculator
Future Value Calculator
College Savings Calculator
Retirement Planner Calculator
Pension vs. Lump Sum Payout Calculator

Understanding Your Finances Shouldn’t Feel Out of Reach.

You want to make smart financial decisions, but between the noise, complexity, and constant change, it’s hard to know where to start. That’s where we come in.

At Cornerstone Financial, we help you cut through the confusion and build a plan that reflects your goals, your values, and your life. As fiduciary advisors, we work solely in your best interest offering clear guidance on everything from retirement and college planning to investments, insurance, and legacy strategies.

When the plan is clear, life feels lighter.

Plan with purpose. Live with confidence.

A clear path forward with a partner you can trust.

01

Start with a Discovery Meeting

We begin by listening to your goals, your concerns, and what matters most to you. No sales pitch. Just a real conversation about where you are and where you want to go.

02

Get a Personalized Plan

We’ll build a strategy tailored to your life by connecting investments, insurance, retirement, and more into a cohesive, goal-driven plan you can feel confident about.

03

Move Forward with Peace of Mind

With a clear strategy in place and an advisor you trust, you can stop second-guessing, start making decisions with clarity, and enjoy life knowing your financial future is in good hands.

Schedule Your Discovery

Meet Our Advisors

Feel confident about what’s next and who’s guiding you.

Bob Deaton, CFP, CMFC
Certified Financial Planner
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Jay Brown, CFP®
Financial Advisor
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Jonathan Jolley
Financial Advisor
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Ken Calcutt, CMFC
Founder, Financial Advisor
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McGee Moody
Financial Advisor
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Robert Price
Financial Advisor
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Robert Templeton , CKA
Wealth Management Advisor
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Ryan Templeton, CFP, CKA
Wealth Management Advisor
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Planning That Makes a Difference

From retirement readiness to legacy planning, hear how lives have changed when clarity met strategy.

“The word Trustworthy is what comes to mind. Jay walked us through all of our investment options and is extremely knowledgeable. We have met many advisors in the past and Jay definitely stands out from the crowd.”

- Dr. Joe Messina

“Robert is the extremely thorough and knowledgeable with the ability to make complicated financial information easy to understand. He is able to understand businesses and refines their approach to best suit the company's needs. My husband and I both really enjoy learning from him.”

- Shantal

“Ken Calcutt and his team are wonderful to work with. They are very friendly, professional and great listeners. My husband and I have enjoyed getting to know them and getting their help and advice throughout the years. We would highly recommend them to anyone.”

- Polly G

“I'm a local real estate broker, and Dave Ramsey Endorsed Local Provider. I would refer any of my clients to Ken and Jay at Cornerstone Financial Management for the pure fact that they are educators at heart and not salesmen. They have your best interest with your investments and will be up front and honest. I know first hand since they manage my Mom's retirement, and if they did not, she would probably be living with me. Thank goodness! And of course they are also and Endorsed Local Provide from Dave Ramsey."

- Jesse Grote

“Ken Calcutt with Cornerstone Financial Management has handled my company's Simple IRA's for many years and handles our Roth IRA Accounts. He is also a "Dave Ramsey" certified financial planner. I have worked with Ken for many years and my experience has been that he consistently provides solid advice that can be trusted. I enjoy working with him.”

- Jeff Stallings

“Our family has been working with Ken for the last 2 years and he is wonderful trust worthy advisor. He set up our kids accounts and answered all of our questions. Highly recommend!”

- Christie