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Do you meet with your financial planner regularly?
Does your meeting include investments, tax strategies, estate planning, risk exposure, and retirement planning?

It’s perfectly normal to want to make sure you’re “checking all the boxes” and working with a trusted partner can help. Almost every financial action can affect other pieces of your financial plan. For example, investments can affect your tax strategy, or your tax plan might impact your estate plan. Call 605-357-8553 or email [email protected] today to schedule a complimentary, no-obligation session and get the one-on-one guidance you deserve.

(CSP 478424 Exp. 4/28/26. Jill Mollner Personalized Advising 60)

Gordon Wollman, MS-Financial Planning, CFP®
Founder & CEO, Cornerstone Financial Solutions
Wealth Advisor, RJFS

Jill Mollner, MBA, CFP®
Branch Operations Manager, Cornerstone Financial Solutions
Wealth Advisor, RJFS

Andrew Ulvestad, AWMA®
Wealth Advisor, RJFS

[email protected]
www.mycfsgroup.com

Cornerstone Financial Solutions
7408 S. Bitterroot Pl, Sioux Falls, SD 57108 | 605.357.8553
280 Dakota Ave. S, Huron, SD 57350 | 605.352.9490

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Raymond James and its financial advisors do not render advice on tax or legal matters. You should discuss these matters with the appropriate professional. Investing involves risk and isn't always profitable. Securities offered exclusively through Raymond James Financial Services, Inc. Member FINRA / SIPC. Cornerstone Financial Solutions, Inc., is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.