A well-balanced plan for a comfortable retirement

Life Balanced. Invested. FOR LIVING YOUR BEST LIFE.

Whether you are near or in retirement, there’s a lot to think about. We distill it down to these three key areas: INCOME. LIFESTYLE. LEGACY. You want income to cover your expenses, and, at the same time, you do not want to worry about running out of money. You do, however, want to set aside enough for the fun things in life so you can actually enjoy your retirement – your LIFESTYLE. And lastly, you have wishes for how you want to be remembered when it’s all said and done, such as providing for your loved ones and beloved charities – your LEGACY. At Cornerstone Retirement Advisors, we manage your finances with all of these important issues in mind – so you can be confidently invested for living your best life. Life Balanced. Invested.

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Income

We address your need for a sustainable, tax-efficient stream of income.
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Lifestyle

We address your desire for funding your active and enjoyable retirement.
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Legacy

We address your wishes to provide for your family and favorite charities.
Business Owners

Business Owners

06/10/2018
Insightful financial guidance designed to help build your business and personal wealth
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Corporate Executives

Corporate Executives

06/08/2018
Advice for incorporating your company benefits into a comprehensive financial plan
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Families & Individuals

Families & Individuals

06/08/2018
Providing a lifetime of comprehensive financial guidance for every need and milestone
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Pre-Retirees

Pre-Retirees

06/10/2018
Helping you plan and prepare for the most significant transition in your life
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Retirees

Retirees

06/10/2018
Strategies for preserving your assets and providing income for retirement
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LCPP Associates

LCPP Associates

06/08/2018
Using our experience and familiarity with compensation and benefit programs to help you plan
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Military Community

Military Community

06/08/2018
Helping you make the most of your military compensation and civilian business opportunities
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Institutions

Institutions

06/08/2018
Providing financial guidance for company retirement plans, nonprofits and institutions
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

A committed, caring and experienced team

Gary Mitchell

Gary Mac Mitchell,

J.D. Chief Executive Officer, CRA
Investment Executive, RJFS
Winfield Geiger

Winfield Roy Geiger,

AIF® Chief Operations Officer, CRA
Financial Advisor, RJFS
Mackenzie Bennett

Mackenzie Frazier Bennett,

AAMS® Chief Business Development Officer, CRA
Financial Advisor, RJFS
Susan Cruise

Susan

Cruse Client Services Manager, RJFS Maysville Branch Supervisor, CRA
Our detailed planning and personal connection with you allows us to do our best work on your behalf.
Gary Mac Mitchell, J.D. Chief Executive Officer, CRA; Investment Executive, RJFS

Life balanced. Invested.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Cornerstone Retirement Advisors, Inc., is not a registered broker/dealer and is independent of Raymond James Financial Services.

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