Regulatory Disclosure

Cornerstone Planning, LLC (d/b/a Cornerstone Wealth Planning) is registered as a Registered Investment Advisor with the Securities & Exchange Commission (SEC). We do not provide, and no statement contained herein shall constitute tax or legal advice. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. The information is intended for educational purposes only. It is not intended to provide any investment advice or provide the basis for any investment decisions. By submitting your contact information, you consent to be contacted in the future regarding information that may involve the use of investment strategies. There is no guarantee that any investment plan or strategy will be successful.