Asset/Income Protection

Tax Reduction


Retirement Planning

Estate Planning

3023 East Copper Point Dr. Suite 106 Meridian, ID 83642
Office: (208) 846-7230


Product Solutions
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Product Solutions Overview

The financial planning process presents generic and objective solutions for clients to consider when implementing changes to move towards optimizing their financial plan. During the implementation phase of the process, families and businesses may employ specific products and services to assist them is moving towards the solutions identified in their plan. This section of the site provides insight into those products and services. Our independence allows us to be your advocate without the conflicts that arise from quotas, commissions or home office expectations. We do not use any proprietary products.


Internet communications pose special licensing problems because of the accessibility to the public across jurisdictional lines. A rep-advisor is not permitted to make any direct communication with a prospective client unless the rep-advisor is appropriately registered in that prospective client’s state. For this reason, each website must have the following disclosures:
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.