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Smart, Resourceful Investing

Strike a Balanced, Comprehensive Financial Plan

As the end of any year approaches, many people start to examine the "health" of their finances more closely, wondering what adjustments would be prudent. Kenneth Calcutt's team of experienced advisers at Cornerstone Financial Management, LLC, in Columbia stand ready to assist with the full spectrum of customized financial planning. 

"We offer thorough financial and investment assessments and strategies to our clients based on their individual situations, goals and objectives," Ken says. "Putting our clients' best interests first is always our own first step. Regardless of circumstances, we take the time to understand our clients’ situations so we can give them what we believe is the best direction for what they're trying to accomplish.” 

As the founder of the company with a degree in finance, Ken is a South Carolina native who understands the many considerations of living, working and retiring in the region. After starting in the financial planning industry in 2004, Ken launched his own practice in August 2014. The company currently employs four licensed financial advisers, one licensed financial adviser assistant and four support staff members.

"Our mission is to glorify God by providing sound, comprehensive financial advice that's consistent with our ethical standards, as well as the biblical model for financial management," says Ken, who affiliates with LPL Financial, one of the nation’s leading financial service provider platforms, and Good Life Advisors LLC as the Registered Investment Advisory firm. 

Cornerstone clients can receive financial services in the following sectors:

  • Comprehensive financial planning
  • Retirement income planning
  • Investment management
  • College planning
  • Estate planning

However, Ken says this time of year starts to spotlight what's needed for the upcoming tax season. 

"Tax planning might seem like a separate entity, but in many ways, it goes hand in hand with financial planning as a whole. While it has its own distinct elements, the impact of your taxes is evident throughout the rest of your financial pursuits. This includes your investments, as well as your plans for the future," Ken says. "When it comes to personal finance, each area is related to the others. As such, putting together an effective tax plan requires knowledge of the other aspects of your finances. The right professionals can help you save money while also helping you make good decisions across the board."

CornerstoneColumbia.com

803.462.4396

"Saving on taxes isn't always a simple process. To guide you in the most effective manner possible, your tax expert should keep the big picture in mind. It's possible to come up with tax-saving methods without knowing about the other aspects of your finances, however, the outcome might not be what you desire." –Kenneth Calcutt, CFMC, founder, Cornerstone Financial Management, LLC

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