Cornerstone Financial Coach

Cornerstone Financial Coach is a financial services practice focused on retirement income planning, investment strategies, insurance and estate preservation. The firm offers guidance through each stage of life, with planning built around estate planning, retirement income, 401(k) and 403(b) plans, IRAs, and long-term-care and life insurance.

The team's planning approach is based on Christian principles, and the firm's stated priority is to educate clients so they can decide which direction fits their own situation. Clients can book a consultation through the website. The office is at 2018 Lewis Turner Boulevard in Fort Walton Beach, and the firm works with other professionals on legal and tax matters.