Why Cornerstone

Our Compensation Model

218 12th Avenue Rd.
Nampa, ID 83686
Office: (208) 466-1971

 

About Cornerstone
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How we work for you!

Our goal is to help you gain the greatest possible clarity with respect to your financial plan. We listen to you to understand what’s important to you. Using a common sense approach, we work together with you to identify and implement innovative solutions that bring your financial plan into harmony with your values and goals. We work hard to assemble and coordinate the best possible team of advisors to assist you in optimizing your unique circumstances. We act as a catalyst to move from theory to practice in executing your plan and further assist you by consistently managing the results of our solutions, providing you with the confidence to move beyond financial independence.

Our proprietary wealth management system combines state-of-the-art investment management with comprehensive financial planning that includes an articulated risk management and asset protection philosophy, income and debt management, tax reduction, and estate preservation and transfer techniques. By integrating your plan, we strive to minimize unintended consequences that often occur when decisions and actions are made in isolation from one another.

Our goal is to be your life-long trusted advisor, providing a meaningful improvement in the quality of your life as a result of our planning efforts. We measure our effectiveness by your satisfaction and success.

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Gary Case founded Cornerstone in 2000 with the purpose of providing comprehensive financial planning and a fiduciary relationship with his clients in Nampa and the surrounding communities. Gary’s wife, Cheri, provides additional expertise and guidance to the firm, managing human resources for both Cornerstone and Treasure Valley Health. She also assists Cornerstone clients with employee benefits and has extensive experience in the health care industry. We rely on our friends and co-workers to provide professional assistance in their respective fields, and we have developed professional alliances with numerous experts in the valley and beyond in order to give our clients world class planning right here in the Treasure Valley.

We believe that financial planning should be available to anyone who has a desire and the will to work towards improving their financial condition and offer our services without regard to a specific targeted client niche. That said, we work hard to stay abreast of developments in financial planning and implementation in order to provide all of our clients with innovative and customized solutions designed especially for them.

 

Gary's Biography:

Gary Case, CFP®
   

 


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Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Kansas, Maryland, Massachusetts, Montana, Nebraska, Nevada, New Mexico, Oregon, Utah, Washington, Wisconsin. Cambridge and Cornerstone Financial Planning, LLC. are not affiliated.