Welcome to Cornerstone Financial Planning Group LLC.
It's not what you make but what you keep that counts. You also need to make sure your money will flow through your retirement and last at least as long as you do. As a Holistic Financial Planner, Barbara Seaman specializes in helping you to plan and invest for your future at every stage of your life. She uses her retirement income expertise and a personal, hands-on approach to try to maximize your investments and your income, while minimizing your taxes. By charting an individualized financial course of long-term, effective asset management, Barbara helps you live the life you want.
When you work with Barbara, you get more than a financial planner. You’re gaining access to an entire team of experts including estate planning attorneys, accountants, tax preparers and insurance professionals. As the central spoke of your wheel of financial specialists, Barbara streamlines your life while helping you achieve your dreams.
- Customized—Not Instant—Solutions
You don’t need a ready-made financial plan. You need a tailor-made financial solution that suits every aspect of your life. That’s what Barbara’s holistic financial planning is all about.
- Results Rather Than Products
Barbara focuses on you and your bottom line. She’ll steer you away from products with costly tax consequences and toward tax-advantaged options. And she’ll work to help protect you and your money at every turn.
- Trust That’s Earned
Barbara watches your money as if it were her own. She and her team of financial experts look forward to earning your trust as they work together to handle your financial affairs with skill, precision and dedication.
- Portfolio analysis
- Asset allocation design
- Investment management
- Tax & estate planning
- Retirement planning
- College funding strategies
Financial planner/advisor Barbara Seaman, of Cornerstone Financial Planning Group LLC in Bend has achieved top tier status as a member of the Million Dollar Round Table.
Barbara offers over 26 years experience with happy clients now in retirement who have weathered the financial storms. Do you have what you need? Use these financial calculators to find out.