Taxes

• Tax Planning
  For financial planning, investment management, retirement planning, socially responsible investing, and tax planning services, we generally work with clients whose investment assets total more than $750,000. Our fee structure is as follows...
• Tax Services
• Income Tax
  When you file your income tax return, your filing status depends on your marital status at midnight on December 31

Investment

• Investment Management
  For years, our investment management clients have relied on us for objective, independent financial advice and a wide range of problem-solving services. Our goal is to simplify your life through a responsive, integrated approach to the accumulation, protection and transition of your wealth.
• Bonds
• Wealth Management
  Prior to joining Cornerstone, Mackenzie worked at UBS Private Wealth Management in Boston. Before that, she was a portfolio manager at SMI Management and Research in Damariscotta, Maine. She completed her Financial Planning coursework at Boston University and received her certification in 2013. Mackenzie graduated Magna Cum Laude from Roger Williams University with a Bachelor of Science in Financial Services.

Accounting

• Accounting Services
• Payroll Services
• Cash Flow Analysis

Planning

• Financial Planning
  We are growing! If you are interested in joining our Cornerstone Financial Planning team, we'd love to hear from you. Please email your resume and cover letter to Mackenzie Parsons at Mackenzie@cornerstoneplanning.com.
• Retirement Planning
  Does your retirement planning ensure that your retirement savings are in the right places for your particular tax bracket?
• Annuities
  It is not unusual, when splitting assets in a divorce, to divide each account right down the middle. That might be fine to do for most types of investment accounts, but when it comes to annuities you need to be very careful. Because of their unique structure, dividing an annuity can have unexpected tax consequences. Read More
• Long Term Care
  Our passion here at Cornerstone is helping our clients plan their financial future. One key component to discuss is long-term care. It’s easy enough to keep putting the discussion off for “another time”, but as with so many other things, the sooner you start, the more manageable the task is. Read More
• Asset Management
  Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
• College Funding