Frank Cornell Associates

At Cornell Financial, Inc., we are committed to providing comprehensive financial guidance and personalized service to individuals and families throughout their financial journeys. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals, whether it's building wealth, protecting their assets, or ensuring a comfortable retirement.

We believe in taking a proactive, holistic approach to financial planning. This means working closely with each client to understand their unique needs, goals, and risk tolerance. We then develop tailored strategies that encompass all aspects of their financial picture, including investment planning, retirement planning, estate planning, insurance, and tax advice.

Our Services

We offer a wide range of services designed to support our clients at every stage of life. These include:

• Investment Management: We provide customized investment portfolios tailored to each client's risk tolerance, financial goals, and time horizon. Our investment approach is rooted in sound principles and seeks to generate long-term, sustainable growth for our clients' wealth. We leverage our expertise in various asset classes, including stocks, bonds, mutual funds, and alternative investments, to construct diversified portfolios designed to weather market fluctuations and meet your specific objectives.

• Retirement Planning: Retirement planning is a critical aspect of financial security. We work with clients to develop comprehensive retirement plans that address their income needs, healthcare costs, and lifestyle aspirations in retirement. This involves evaluating their existing savings, estimating future expenses, and creating a roadmap for accumulating sufficient assets to ensure a comfortable retirement.

• Estate Planning: Security and legacy planning are essential considerations for individuals and families. We assist clients in crafting estate plans that protect their assets, minimize taxes, and ensure their legacy is preserved according to their wishes. Our services include will preparation, trust creation, probate guidance, and beneficiary designation review.

• Insurance Planning:

Insurance plays a crucial role in protecting your assets and providing financial security for your loved ones. We help clients evaluate their insurance needs, choose appropriate coverage types, and ensure they have adequate protection against potential risks such as death, disability, illness, and property damage.

• Tax Planning:

Tax efficiency is a vital aspect of financial success. We work with our clients to develop tax-saving strategies that minimize their tax liabilities while remaining compliant with all applicable laws and regulations. This may involve utilizing tax-advantaged accounts, optimizing deductions, and implementing strategies to reduce capital gains tax.