Our Process:

01

Clarify Your Legacy Goals

We begin with a conversation about what matters most to you and what you want your legacy to reflect.

02

Review Your Current Documents

We assess how your financial plan and legal documents align.

03

Integrate and Monitor

We ensure your estate strategy fits seamlessly into your overall financial plan and evolves with your life.

Who It’s For:

Individuals and families who want to protect loved ones, reduce future burdens, and ensure their values carry forward.

Why It Matters:

Without a coordinated estate plan, your assets may not be passed on according to your wishes and your family could face unnecessary stress, delays, or even disputes. Cornerstone Financial acts as your trusted guide, helping you make thoughtful decisions now that will protect your legacy later.

We ensure every aspect of your plan is aligned with your broader financial strategy, so you can move forward with clarity and leave behind more than just assets: you leave behind peace of mind.

Frequently Asked Questions

Do I need an estate plan if I’m not wealthy?

Yes. estate planning is about more than money. It’s about making your wishes known and protecting the people you love.

Do you write wills or trusts?

We build in contingency plans and risk-management strategies to help your income plan remain resilient.

Schedule Your Discovery

Start building a legacy plan that brings peace of mind today and clarity for tomorrow.

Secure What Matters.
Share What Lasts.

 

Cornerstone Financial provides fiduciary estate planning support in Columbia, SC, helping individuals and families protect what they’ve built and pass on what they value.

What Our Clients Say

“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

“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

“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

“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