Lifestyle liquidity for your life’s adventures

At Cornerstone Retirement Advisors, our mission is simple: help you invest with purpose, retire with confidence, and live a LIFE BALANCED. INVESTED.

Lifestyle Investing is about more than numbers—it’s about using your money to support the life you envision. Your financial plan should reflect what matters most to you: purchasing a home, making upgrades, traveling, enjoying hobbies, creating family experiences, or pursuing big dreams like a vacation home, boat, or fun car.

We guide you with clarity and confidence through:

  • Investment Management strategies aligned with your goals and time horizons—short‑term (3 months to 2 years), mid‑term (2 to 5 years), and long‑term (5+ years). Every strategy is designed to support your spending goals and the life you want to live.
  • Retirement planning that balances NEEDS, WANTS, and WISHES, giving you flexibility today while strengthening your long‑term financial success. We help you understand risk, manage it wisely, and stay aligned with your comfort zone.
  • Tax‑efficient investment strategies that help you keep more of what you’ve earned, optimizing assets for both accumulation and future income distribution to support longevity and financial endurance.
  • Portfolio planning built for growth and stability, diversified around your goals and return expectations, with risk management tailored to your personal preferences.

Life changes and markets shift—your financial plan should adapt.

With Cornerstone, you gain a partner committed to helping you enjoy life today while protecting your financial foundation for tomorrow

Life Balanced. Invested.

  • We help you to be well-prepared for the most important transition in life.
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  • We focus on preserving your preferred standard of living as you grow older.
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  • We help you pursue your goals by constructing, managing and reviewing a diversified portfolio.
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  • We assess risks that could derail your goals and build a contingency plan to help limit the effects.
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  • We provide the vast range of services and resources required to best serve the needs of our clients. They include:

    • Asset Management
    • Bonds and Mutual Funds
We see your goals as an extension of our own and work tirelessly to help you achieve them.
Susan Cruse; CLIENT SERVICES MANAGER, CRA; CLIENT OPERATIONS MANAGER, 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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