Can I work with an advisor at Cornerstone Financial Advisory if I’m not located in Indianapolis?
Absolutely. While based in Indianapolis, we work with clients in surrounding areas including Carmel, Fishers, Fortville, McCordsville, and Greenfield, using secure virtual meetings when needed.
What does a personal financial specialist do?
A personal financial specialist focuses on understanding your entire financial picture—budgeting, savings, investments, taxes, and retirement—to develop strategies that improve financial wellness and long-term stability.
What is the difference between a financial planner and a financial advisor?
A financial advisor may specialize in investments or insurance, while a financial planner creates a comprehensive plan addressing all aspects of your financial life—cash flow, investments, taxes, and estate considerations.
How often should I meet with my financial advisor?
It depends on your needs, but most clients benefit from at least annual reviews. Major life changes—like a job change, marriage, or inheritance—warrant additional meetings to keep your plan up to date.
What is an asset management company?
An asset management company manages investments on behalf of clients. This includes researching securities, monitoring performance, and adjusting allocations to align with your goals and risk tolerance.
