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INDIVIDUALS PLANNING FOR RETIREMENT

We work with individuals from all backgrounds who are preparing for retirement, not just federal employees or small business owners. No matter where you’re retiring from, we take the time to understand your full financial picture. From evaluating employer benefits and pensions to reviewing 401(k)s and personal savings, we help bring clarity and structure to your retirement strategy so you can move forward with confidence.

Elder Couple

01

BENEFIT & PENSION REVIEWS

Comprehensive reviews of employer benefits and pension options as part of your retirement evaluation. 

02

401 (K) & RETIREMENT ACCOUNT EVALUATION 

Assessment of your 401(k) and other retirement accounts to ensure they’re aligned with your strategy

03

SOCIAL SECURITY EDUCATION 

Support in making informed decisions about when and how to claim benefits for optimal results

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5151 Flynn Pkwy, Suite 308 • Corpus Christi, TX  78411  |  (361) 883-6800

Not endorsed by or affiliated with the U.S. Government or any governmental agency.

Cornerstone Financial Services provides insurance and financial education services.

We are licensed insurance agents and do not provide legal or tax advice

© 2025 Cornerstone Financial Services  |  All Rights Reserved.

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