Broker Check

P.(844) 340-PLAN

F.(630) 261-2266

Our Locations

THE CORNERSTONE OF YOUR FUTURE MEET CORNERSTONE ADVISERS REMAINING STEADY IN A VOLATILE WORLD Working Together For You

With a Strong Cornerstone in Place, You Can Prepare for Life

The financial aspects of your life can make an impact on every other area of your life. They determine where you live. They determine what you do, or where you travel to, what kind of car you drive, and, of course, when you retire.

At Cornerstone Advisers, we help our clients with all aspects of their financial lives. As specialists in the fields of estate planning, retirement planning, tax planning and more, we help families in the Chicago suburbs and Central Illinois prepare for life with a solid financial cornerstone.

In the end, our clients always come first, and we’re ready to help them however we can. Read more about how Cornerstone Advisers is different and how we can help you prepare for life.

  • Lombard

    701 E. 22nd Street, Suite 125, Lombard, IL 60148

    Phone: (630) 376-0510 Fax: (630) 261-2266

  • Springfield

    3201 S Meadowbrook Rd, Springfield, IL 62711-7045

    Phone: (217) 698-6420 Fax: (217) 698-9390

  • Skokie

    4709 W. Golf Road, Suite 1120, Skokie, IL 60076

    Phone: (847) 779-0687 Fax: (847) 679-9145

  • Naperville

    1730 Park St, Suite 211, Naperville, IL 60563

    Phone: (630) 596-8000 Fax: (630) 596-8010

  • Bloomington

    207 W. Jefferson Street, Bloomington, IL 60171

    Phone: (217) 698-6420

Helpful Content

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

18 Years Worth of Days

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

 

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

View all articles arrow

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

View all videos arrow