Why Cornerstone

Our Compensation Model

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



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Why Cornerstone Financial Planning

  • Independence--we have no quotas or proprietary products that we must sell, nor do we have an investment banking/analyst arm that sells specific security recommendations to the public
  • Comprehensive, Team-Based Approach--we understand our core competencies and work together with other specialists to give you best-of-class expertise
  • Fee-Based--eliminates the conflict created by which company pays the highest commission
  • We listen first and talk second
  • We separate our financial planning engagement from any recommendations so we can provide objective, generic advice
  • We’re Fiduciaries--we put our client’s interest ahead of all else, disclosing compensation, conflicts of interest, and our method of doing business
  • Fully Integrated Implementation Capabilities--the “open architecture” of our Broker/Dealer & Registered Investment Advisor, Cambridge Investment Research, allows us to access among the broadest spectrum of solutions in the industry
  • Customized-each financial plan is built from the ground up using techniques and knowledge we have honed in our combined 30+ years of financial planning experience
  • Contemporary-we acknowledge that traditional ways of approaching wealth management have experienced serious scrutiny in the past few years as a result of that methodology failing during times of extreme market stress. We have moved towards a risk/adjusted model for positioning investment portfolios, with asset allocation secondary to absolute return potential
  • Transparency--we do not take custody of your investments or insurance--we use third party custodians for all investment accounts
  • Comprehensive Reporting--We have the capacity to offer a single source within which you may view all of your financial accounts (internet access to accounts required)
  • No minimums--we’re happy to assist anyone who has an interest in and is willing to take action to improve their situation through financial planning

Gary's Biography:

Gary Case


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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.