Create Your Tax Smart Retirement Plan.
Get started by taking our FREE Retirement Assessment
ACCREDITATIONS
Benefit from Proven Experience
Trusted Financial Advisory Team
Receive Valuable Advice from a Certified Financial Planner and a Financial Advisor.
Who do we work with?
You’re Age 45+
You have $300,000 (or more) in retirement savings but you have questions…
Am I saving enough to meet my goals?
How much income will I have in retirement?
What can I do to reduce my taxes?
How much will my adult children inherit?
Helping you Retire with Confidence and Clarity
We believe a great retirement isn’t just about reaching a certain age—it’s about having the confidence and clarity to spend your time doing what matters most, without worrying about money running out.
Whether retirement is just around the corner or still a few years off, our retirement planning services are designed to help you make smart, strategic decisions that lead to long-term peace of mind.
Create Your Financial Cornerstone
A simple process to get your financial situation on solid footing. It all starts with a free retirement assessment. Let’s see if we can work together. Get started in three easy steps.
1.
Get a Free Retirement Assessment
Get a free retirement assessment to determine some key strategies that will help you improve your cash flow in retirement and save on taxes.
2.
Review Your Initial Assessment Results
Review your initial assessment results and determine if we are the right fit for you.
3.
Engage with us to Develop a Personalized Financial Strategy
Engage us to develop a personalized financial strategy that’s right for you. Hire us to do the heavy lifting so you can enjoy your retirement.
Your Financial Story
CASE STUDY #1
Financial Roadmap
Mark and Kristan aren’t tied to a specific retirement date.
It’s not because they’re unsure if they can retire
— it’s because they’re not certain when or if they want to stop working.
Mark is an Engineer at a well-respected auto-manufacturing plant, and Kristan is a highly regarded Veterinarian. Both find fulfillment in their careers, as their work brings them joy, purpose, and meaning. They’ve spent decades excelling in their fields and they are not ready to leave their passions behind simply because they’re approaching traditional retirement age.
The Cornerstone Difference
Experts in helping people aged 45+ lower taxes, make smarter allocations of retirement resources and maximize income.
What we offer
Transparent Pricing
Customized Retirement Advice
Objective and Unbiased Solutions
We will never
Charge Hidden Fees
Hide Conflicts of Interest
Only Recommend Propriety Products
Foundationally Different
Benefit from 25+ years of experience in the financial services industry. Work with us to create your financial cornerstone.
Independent Objective Advice
Our advice is truly independent and unbiased. We are not tied to any organization that pushes proprietary products, allowing us to offer tailored financial strategies that genuinely serve your best interests.
Personal, Streamlined Experience
We provide a personalized and efficient experience, eliminating unnecessary complexities. Our streamlined processes mean more time focused on your financial goals and less time dealing with red tape.
Accessible High-End Service
We offer high-quality advice that’s often reserved for the ultra-wealthy, but made accessible to you. Unlike large financial institutions, we take the time to build relationships and customize strategies that evolve with your changing needs. No cookie-cutter solutions—just dedicated, attentive service.
Led by a Trusted Expert
Your financial journey is guided by Mike Nixon, a Certified Financial Planner and Canadian
Investment Manager with over 25 years of industry experience. Mike’s expertise, combined with his commitment to personalized service, ensures you receive top-tier financial guidance and strategies that are tailored to your unique goals.
ABOUT US
Cornerstone Financial Management
Professional, High-Quality Team to ensure retirement savers aged 45+ receive:
• A customized retirement strategy.
• Tax-efficient retirement income.
• Lower taxes in retirement.