Cornerstone Financial Consulting of Raymond James

known and established vehicle service contract administrators, insurance managers and other insurance administrators to assist in the development of investment policy, asset allocation strategies, manager selection and performance review. Having worked with over 400 Producer Owned Reinsurance Companies over the last 16 years, it remains a primary focus of our practice. We provide wealth management services for a select group of clients. By necessity, successful individuals and families have more complex needs that require specific, tailored solutions. We understand the multiple issues that come with the seamless, coordinated management of wealth including: Investment management and planning, cash management and lending, risk management, and estate and charitable planning. Our clients are comprised of business owners, medical professionals, retirees, and individuals or families who have experienced significant wealth events. We seek to understand your philosophy, needs and objectives to work collaboratively with you while offering transparency around our costs and compensation.