Website Content

The information on this site is provided “AS IS” and without warranties of any kind, either express or implied. To the fullest extent permissible pursuant to applicable laws, Cornerstone Financial Planning, LLC (referred to as “CFiP”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. All content on this website is for informational purposes only. None of the information provided is intended as investment, tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. CFiP does not warrant that the information will be free from error. This information should not be relied upon for transacting securities or other investments. All information provided should be discussed with a registered advisor, accountant, or legal counsel prior to implementation. Opinions expressed herein are solely those of CFiP unless otherwise specifically cited. The presented material is believed to be from reliable sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. Under no circumstances shall CFiP be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall Cornerstone Financial Planning, LLC have any liability to you for damages, losses, and causes of action for accessing this commentary. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. Past performance is not indicative of future results.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Email Privacy & Security Disclaimer

Advisory services are offered through Cornerstone Financial Planning, LLC, a Registered Investment Advisor in the State of Colorado. Outgoing and incoming emails are electronically archived and subject to review and/or disclosure to someone other than the recipient. Cornerstone Financial Planning, LLC cannot ensure the security of information emailed over the Internet. You should be careful when transmitting confidential information, such as account numbers and security holdings. Confidential information and documents should be uploaded to your secure Vault in RightCapital. All views, expressions, and opinions in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from reliable sources, but we do not guarantee the accuracy or completeness of any description of securities, markets, or developments mentioned. We may occasionally have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions.  Please contact us at 719-286-0403 if there is any change in your financial situation, needs, goals, or objectives or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Cornerstone Financial Planning, LLC, with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request and on our website: https://cornerstonefiplanning.com/.

Registration Information

Cornerstone Financial Planning, LLC (“CFiP”) is a registered investment adviser offering advisory services in the State of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by CFiP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

Links to Other Sites

The inclusion of any link is not an endorsement of any products or services by Cornerstone Financial Planning, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations, and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. Cornerstone Financial Planning, LLC is not affiliated with any third parties listed on this website.

When you follow a link to one of these sites neither Cornerstone Financial Planning, LLC nor any agency, officer, or employee of the Cornerstone Financial Planning, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.