Cornerstone Financial Group

Cornerstone Financial Group A boutique financial firm specializing in crafting personalized financial plans. Cornerstone Financial Group is a boutique financial services firm.

We create unique, individual plans for our clients to address all of life's opportunities and challenges. We believe successful client relationships are built upon trust and personalized services. We focus on tax-advantaged income distribution strategies, Social Security maximization and preservation strategies for legacy planning. Our commitment to you includes risk-based asset allocation and designation, insurance protection, beneficiary planning and qualified retirement plans. We also provide in-house Medicare planning for our clients.

10/11/2026

The best financial plans don't start with paperwork. They start with a conversation.

Getting to know your goals, priorities, and vision for the future is the foundation of meaningful planning.

10/09/2026

The first meeting isn't about making a decision. It's about determining whether the relationship is a good fit for everyone involved.

The best financial planning relationships start with trust, communication, and understanding.

A little team time at COS! 💚🍽️✨The Cornerstone Financial Group team recently attended the Connect, Own, Succeed (COS) Co...
10/08/2026

A little team time at COS! 💚🍽️✨

The Cornerstone Financial Group team recently attended the Connect, Own, Succeed (COS) Conference hosted by our broker dealer group, spending a few days learning, connecting with industry partners, and exploring new ideas and resources we can bring back to our practice. The conference included sessions focused on technology, marketing, advisor workflows, investment strategies, and ways firms can continue evolving how they serve their clients.

😊 We’re grateful for opportunities like COS that allow our team to step outside the office, learn together, and come back with fresh ideas for CFG.

More from our COS trip to come! ⚓️💚

10/07/2026

One of the most rewarding parts of my job is getting to know the people behind the financial plans. Every client has a unique story.

Some enjoy backpacking and exploring the outdoors. Others spend their time traveling, fishing, rafting, hiking, or pursuing hobbies they've loved for years.

I always enjoy hearing about those experiences because they remind us that financial planning isn't just about numbers. It's about helping people enjoy the things that matter most to them.

Outside of work, you'll often find me camping, exploring a lake or river, or spending time outdoors with my dog.🐾🏕️

Maybe that's why I enjoy hearing about our clients' adventures so much. There's always a new story to tell!

What's your favorite way to spend time outdoors?

🧠✨ Medicare Resource Spotlight: NeuroTapHave you heard of EFT Tapping (Emotional Freedom Techniques)?EFT Tapping is a te...
10/06/2026

🧠✨ Medicare Resource Spotlight: NeuroTap
Have you heard of EFT Tapping (Emotional Freedom Techniques)?
EFT Tapping is a technique that combines gentle fingertip tapping on specific points of the body with guided exercises focused on thoughts, emotions, or physical sensations.
NeuroTap offers a guided tapping program for eligible individuals with Original Medicare (Parts A & B). According to NeuroTap, its program is available at $0 out-of-pocket cost for eligible Medicare beneficiaries through its participation in Medicare’s ACCESS Model.
The program currently offers guided sessions related to:
🧠 Anxiety
💙 Depression
🌿 Chronic muscle, joint, or back pain
Eligibility, availability, coverage, and individual circumstances may vary. Those interested should review the program details directly with NeuroTap and consult with their healthcare provider regarding whether a program like this may be appropriate for their individual needs.
📲 Learn more and review eligibility information at NeuroTap.com.
This information is provided for educational purposes only and is not an endorsement or recommendation of NeuroTap or EFT Tapping. Medicare coverage and eligibility requirements are subject to change.

10/05/2026

One of the perks of working with a great team? 🐺

Sometimes your coworker helps you with spreadsheets. Sometimes they help you train your Husky.

Thankfully, Craig has experience with both.😄

🐺🐾

10/03/2026

Financial planning is about more than money.

Sometimes it's about being there for people during life's biggest transitions and helping them make informed decisions when they need guidance most.

10/01/2026

Retirement planning is about more than just having retirement accounts—it’s about how the different pieces of your financial life may work together.

A comprehensive retirement strategy often considers:

✔️ Diversification of assets
✔️ Tax-efficient planning strategies
✔️ Income planning
✔️ Coordination of financial assets
✔️ Planning for the different stages of retirement—from the Go-Go Years to the Go-Slow Years and eventually the No-Go Years

As retirement approaches, many people begin to shift their focus from primarily growing assets to considering strategies that may help preserve wealth and support future income needs. The appropriate approach depends on each individual's goals, financial situation, and risk tolerance.

At Cornerstone Financial Group, our Questpoint FORMula™ and Panoramic Planning Process are designed to help clients evaluate these important areas as part of a coordinated financial planning discussion.

If you'd like to learn more about the factors that may be important as you prepare for retirement, we're happy to start a conversation.

🤝 Industry connections and meaningful conversationsCraig Watkins, Managing Partner and financial advisor at Cornerstone ...
09/29/2026

🤝 Industry connections and meaningful conversations

Craig Watkins, Managing Partner and financial advisor at Cornerstone Financial Group, recently met with Geoffrey Johnson of Symmetry Partners to exchange perspectives and discuss topics relevant to the financial services industry.

At Cornerstone Financial Group, we value opportunities to connect with other professionals in our industry, share ideas, and stay informed about developments relevant to the work we do for our clients.

We appreciate the opportunity to connect with our industry partners and continue the conversation.

09/27/2026

We're looking forward to attending our annual broker-dealer conference this fall.

It's always a great opportunity to connect with people, learn new ideas, and spend time with professionals we work with throughout the year.

Address

4260 Mother Lode Drive
Shingle Springs, CA
95682

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 1:30am

Website

Alerts

Be the first to know and let us send you an email when Cornerstone Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category