American Cornerstone Group

American Cornerstone Group Certified Financial Planner offering comprehensive retirement & financial planning services.

American Cornerstone Group, Inc., with Marc Rosenblum, CFP, FRC, ChFC, CLU at the helm, is a full-service financial services firm. As a Certified Financial Planner professional and an Independent Advisor Representative of Silver Oak Securities, Marc offers comprehensive wealth and financial assets management and retirement planning services, including for federal employees as a Federal Retirement Consultant. Striving to protect and enhance your current assets and financial future, Marc works in tandem with his clients to help create and build financial stability and a sense of security, with the goal of achieving financial independence in retirement. As a fiduciary, Marc always puts his clients' best interests first and foremost. American Cornerstone Group is an insurance and financial services firm that specializes in wealth management and asset preservation, which includes retirement planning and legacy-building. Marc works alongside his clients to help create and build financial stability and a sense of security with the goal of achieving financial independence in retirement and a loving legacy for their families. He built his company on a solid foundation of outstanding client service and in-depth market knowledge. Since 1981 Marc has helped to protect the financial health of his clients from all walks of life, including retirees, pre-retirees, professionals, non-professionals, their parents and their children. He designs and shapes comprehensive and highly individualized financial packages to complement the complexities of wealth management, and those products and packages are as diverse as the clients he serves. Whether clients are already experienced in the world of financial planning or are just starting to build their savings, portfolio or retirement plan, Marc and his skilled team can help every step of the way. Marc will partner with you to determine the adequacy of your current financial status and situation and -- through his own vast experience and knowledge as an investment manager, as well as that of the outstanding external managers he has worked with over the years -- can offer tailored solutions designed to meet your specific needs and goals, whether they be in investments, financial and retirement planning, insurance, tax-reduction strategies, IRA planning, Social Security | Medicare | Medigap planning, or any other investment and advisory areas. His vast experience in investments, tax strategies, retirement planning, Social Security, life insurance, estate planning, long-term care, and much more, can help you take the next important step toward realizing your financial goals, enjoying a worry-free retirement, and leaving a legacy for your loved ones. Marc's well-earned, excellent reputation drives his high level of customer satisfaction. When clients are comfortable and confident in their financial stability, Marc knows he has done his job. The realities and complexities of today's financial world and planning can be daunting to anyone. In addition to managing and growing his clients' assets, Marc provides them with the financial education, qualifications and knowledge about what is and is not important to each person, and that is the cornerstone of what Marc does for his clients.

Many people may procrastinate until the very end of the year, but fall is an optimal time to review your finances to unc...
09/30/2026

Many people may procrastinate until the very end of the year, but fall is an optimal time to review your finances to uncover potential tax-saving moves. Essential fall strategies could include maximizing your retirement and HSA contributions, planning charitable gifts, tax-loss harvesting, and evaluating Roth conversions or business expenses. And of course, RMDs (required minimum distributions) must be taken from taxable retirement accounts by December 31 for those 73 or older.

Contact us today to review your strategy and explore potential opportunities to mitigate taxes before the busy holiday season. We are more than happy to team up with your CPA!

Grandparents Day recognizes the important role grandparents play in their families, from offering guidance and support t...
09/29/2026

Grandparents Day recognizes the important role grandparents play in their families, from offering guidance and support to helping raise the next generation.

For many, that support extends beyond spending time with children and grandchildren. It can also include helping with college education costs and making thoughtful decisions about the assets and wealth they hope to pass down.

How assets are managed, gifted, and passed down can have important implications for taxes, financial aid, and the financial well-being of future generations. Here are some considerations grandparents may want to keep in mind.

Grandparents play an important role in their families, from offering guidance and support to helping raise the next generation.

Americans aren’t turning retirement plans into action. New research from LIMRA reveals that while many Americans approac...
09/24/2026

Americans aren’t turning retirement plans into action. New research from LIMRA reveals that while many Americans approaching retirement have thought about how they will generate income, many have yet to create a formal retirement plan or seek professional guidance. Contact us today to start building a retirement strategy designed around your goals.

Nearly six in 10 pre-retirees consider themselves well prepared for retirement, while about four in 10 do not, new LIMRA research finds.

Hello, autumn!🍁 Today marks the fall equinox, welcoming cooler weather and fresh opportunities. What activities do you l...
09/22/2026

Hello, autumn!🍁 Today marks the fall equinox, welcoming cooler weather and fresh opportunities. What activities do you look forward to most this time of year?

09/18/2026

Retirement may seem like a distant goal, especially when you're in your 20s or 30s, but it's a financial milestone that should not be overlooked.

Relying on Social Security alone may not provide the retirement lifestyle you envision. It was designed to supplement yo...
09/16/2026

Relying on Social Security alone may not provide the retirement lifestyle you envision. It was designed to supplement your retirement savings, not replace them, making it important to understand why having a comprehensive retirement strategy matters. Contact us today to discuss how you can build a personalized plan with the tools and strategies to help support your financial goals.

Four in every 10 American workers expect Social Security to be their main form of income when they retire, according to NFP. Yahoo Finance Senior Columnist Kerry Hannon takes a closer look at these survey results.

National Assisted Living Week reminds us that planning for the future is one of the greatest gifts we can give ourselves...
09/14/2026

National Assisted Living Week reminds us that planning for the future is one of the greatest gifts we can give ourselves and our loved ones. Although many people don't like to think about the possibility of needing assisted living, planning ahead can help reduce financial stress, prepare for unexpected healthcare expenses, and provide greater peace of mind for you and your family. Start the conversation today so you're ready for whatever tomorrow may bring.

09/14/2026

In today's fast-paced world, managing your finances has become more crucial than ever. While earning money is important, knowing how to save and invest wisely

Football season is officially here!🏈 Are you planning to attend any games this season? Just like every winning team reli...
09/09/2026

Football season is officially here!🏈 Are you planning to attend any games this season? Just like every winning team relies on a game plan, a successful retirement starts with a strategy. Reach out today to start building your retirement plan, and we can help you create a financial strategy that includes the travel and entertainment expenses needed to catch a few more games and cheer on your favorite team all season long.

09/08/2026

Creating a will is one of the most important steps you can take to ensure that your hard-earned assets are distributed according to your wishes

Address

12106 Centennial Station, Bldg. 12 Professional Center
Warminster, PA
18974

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+12156727676

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