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Cornerstone Wealth and Tax Advisory Group is a retirement planning corporation managed by a team of individuals who specialize in the needs of mature Americans.
The corporation is part of a group of offices powered by Universal American Corp.
Founded by Michael Haskett, the company is one of the fastest growing corporations of its type. Working as the “cornerstones” of the organization, Haskett, and Senior Vice President Michael Kelley, are both sincerely dedicated to helping meet the needs of local seniors, as well as to develop and train successful agents who share those same desires.
Cornerstone is able to offer over 85 products from 8 different companies including: Lincoln Financial, John Hancock, Pennsylvania Life, Penn Treaty, Marquette, Constitution, Pyramid, AVIVA and Equitable.
This means that the agents and Senior Advisors are able to put together packages of products designed specifically for the needs of each individual client.
A free detailed needs analysis is performed for every client, so the Advisors are able to provide the best information and advice.