Skip to main content
Cornerstone Financial Services, Inc.
Cornerstone Financial Services, Inc.
  • Home
  • About Us
    • Who we are
    • Our Team
    • Our Location
    • Our Services
    • Learning Center
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Newsletters
    • Glossary
    • Videos
    • Resources
  • Bryan Rex - IRA Specialist / Your connection to Ed Slott
    • Working with an IRA Elite Advisor
    • Slott Reports / Interesting Articles
    • Important Charts
    • Whitepapers
    • Hot Topics
  • Request A Quote
    • Long-Term Care Insurance
    • Group Health
    • Life Insurance
    • Individual Health
    • Disability Income Insurance
    • Information Request
  • Market Watch
    • Detailed Quotes
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolios
  • Contact Us
  • CornerView Client Login

Cornerstone Financial Services, Inc.

  • Facebook Icon
  • LinkedIn Icon

Whitepapers

Please select any whitepaper you would like us to send to you:

  • Navigating Qualified Charitable Distributions in 5 Easy Steps

  • Life Insurance vs. ROTH IRAs - Leaving a Legacy: 3 Differences Between Life Insurance and ROTH IRAs

  • 4 Requirements of a See-Through Trust

  • Using IRAs to Help Children in 5 Easy Steps

  • Examining Qualifying Longevity Annuity Contracts in 5 Easy Steps

  • Determining Tax on Roth IRA Distributions in 5 Easy Steps

  • Choosing the Right Financial Advisor in 5 Easy Steps

  • Calculating the Pro-Rata Rule in 5 Easy Steps

  • Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps

  • Avoiding Mistakes in a Divorce in 5 Easy Steps

  • Avoiding 60-Day Rollover Mistakes in 5 Easy Steps

  • Avoiding the 10% Penalty in 5 Easy Steps

  • Ed Slott’s Top 10 IRA Rollover Mistakes

  • Calculating NUA in 5 Easy Steps

Bryan Rex, Adam Rex & J. Scott Komarnicki are Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC.  Securities offered through Registered Representatives of Cambridge Investment Research, INC., to the residents of AZ, CA, CO, CT, DC, FL, GA, IN, MA, MD, MI, MO, NC, NH, NJ, PA, SC, TN, TX, VA & WV.  Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Cornerstone Financial Services, Inc.  Cambridge does not provide tax or legal advice.  Gerald Rex, Katherine French, Martinette Smith, Nikki Long, Jennifer Sexton, and Austin Ridgeway are unregistered associated persons of Cambridge.. Deanna Russell is a Registered Sales Assistant of Cambridge.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein.
 

IMPORTANT CONSUMER INFORMATION:


This site if for information purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives of the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.  2.Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting or attempting to effect, transaction in securities; or (b)rendering personalized investment advice for compensation.

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