Cornerstone Financial Group
Heidi Martin
Registered Representative
Investment Advisor Representative

 

Welcome and thank you for visiting!

My experience is in retirement planning, long-term care and other forms of asset protection.  I generally work with seniors, the LGBT community and the small business owners that serve them.  However, I am particularly interested in meeting people who want to address the financial issues that affect them, their families and their businesses.

Having an experienced background in the financial services industry affords me the ability to analyze the financial situations of individuals and small business owners and help create financial alternatives for them.  Utilizing a consultative approach I help people prepare financially for the things they hope happen in their lives and help protect them from the things they hope never happen.

My goal is to help others make informed decisions about issues that affect their financial well being so they can achieve financial freedom. 

I hope you find this site informative and useful.  Please contact me if you would like more information about a particular product or service.
 


I look forward to hearing from you. 

 

Cornerstone Financial Group is not affiliated with New England Financial or New England Securities

I am licensed and registered to offer products and services in [IL, MO]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Credit Card Debt

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

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