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P.(844) 340-PLAN

F.(630) 261-2266

Our Locations


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

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.


Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Required Reading: The Economic Report of the President

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

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Retirement Plan Distributions

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

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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