Signature Services
You'll Benefit From a Proven Process
United Capital, formerly Cornerstone Private Wealth Counseling, provides you a structure toward achieving financial success by establishing a process and committing to following it through:
- At our initial meeting, we get to know you and understand your concerns, and we begin to collect data about your financial resources.
- At a second meeting, we drill down into greater detail and ensure we understand your situation.
- Solutions, financial plans and recommendations are presented to you in a third meeting.
- Depending on your needs, we meet with you quarterly, semi-annually or annually to keep you on track.
Your Success Is Monitored In A Disciplined Process
You will always understand your financial plan and what you must do to succeed. Through our planning process, you will have an opportunity to examine:
- Whether you are saving enough to adequately fund your retirement.
- Changes to your portfolio and new investment opportunities.
- Matching gains against any losses to minimize capital gains taxes.
- Plans to fund college for your children or grandchildren.
- Cash-flow changes that might result in case you buy a new home or change jobs.
- Revisions to your will and other estate planning vehicles.
Click below to learn more about our planning process and customized services:
Applying The Financial Planning Process
Understanding Your Financial Concerns
Introducing Our Wealth Management Solution
Take advantage of our easy-to-use, web-based comprehensive organization and account aggregation platform.
Our Wealth Management system is designed to give you a single access point to securely view all your:
With our system, you are always up to date and organized.