Cornerstone Financial Strategies, Inc.

Description

Cornerstone Financial Strategies, Inc. is a financial planning firm providing comprehensive financial services for mature and senior investors, including investment management, annuity advice and selection, long-term care planning for medical and nursing care, tax reduction, and estate planning.

Mr. Chu has had many years of experience in the financial services industry. He is a Registered Financial Consultant and a Certified Estate Planner. Mr. Chu currently works at Cornerstone Financial Strategies, Inc., a financial planning firm that offers securities and advisory services through National Planning Corporation, an independent broker dealer, Member FINRA/SIPC. Here, he provides investment advice, financial planning and other services to the 55-85 year old segment of the population in Central and South Jersey. His responsibilities include retirement investing, long-term care and estate planning strategies. Mr. Chu was chosen by the research committee at Strathmore’s based on his professionalism and his service to the community. Time and again, he can be found giving educational seminars to retirees, churches, and nonprofit organizations. Mr. Chu formerly worked for Primerica Financial Services, Member of CitiGroup, from 2002 to 2004 and American General Securities, Inc., a Member of AIG, from 2004 to 2008. Mr. Chu earned his M.A. degree from Hofstra University in Long Island, New York, in 1995.

Strathmore’s Who’s Who Worldwide highlights the professional lives of individuals from every significant field or industry including business, medicine, law, education, art, government and entertainment. Strathmore’s Who’s Who Worldwide is both an online and hard cover publication where we provide our members’ current and pertinent business information and is also a biographical information source for thousands of researchers, journalists, librarians and executive search firms throughout the world. Our goal is to ensure that our members receive all of the networking, exposure and recognition capabilities possible to potentially increase their business.

Welcome to Cornerstone Financial Strategies Inc, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

* Alan Gottlieb has over thirty years of experience in Wills, Trusts, Elder Law, and Family Law, including Divorce and Custody Matters. His experience also includes Debtors and Creditors rights, and Bankruptcy matters.

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