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CORNERSTONE ASSET MANAGEMENT, Inc.

 

564 S. Washington Street
Naperville, IL 60540

Phone:

630.780.1025

Fax:

630.505.3621

E-mail:

Welcome to Cornerstone Asset Management

Cornerstone Asset Management, Inc. is a registered investement advisor (RIA) dedicated to helping our clients build and protect their wealth in route to attaining their their financial goals.  Located in Naperville, Illinois our clients include individual households, business owners and corporate and trustee-directed retirement plans.  Our services cover all areas of financial management, from investment and retirement planning to risk management and estate preservation.

Our firm is completely independent so our loyalty belongs exclusively to our clients.  Independence enables us to establish working relationships with a number of industry-leading investment firms and insurance providers whose products we leverage to create customized client portfolios.  We recommend only those products and services that can be tailored to suit our clients' unique needs.

As financial professionals, we will:

  • Make investment planning easier

  • Recommend financial solutions that fit your needs

  • Deliver timely information

  • Explain how changing financial conditions affect you

  • Deliver goals-based investment portfolios

Feel free to browse our site.  You will find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. 

Outlines best practices for safe peer-to-peer payment app transactions.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Outlines steps toward handling financial setbacks and emerging stronger.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Will you be able to afford nursing home care?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck