Connecticut Five Star award winner

How To Maximize Your Retirement Income

A six-year winner of the Five Star Wealth Manager award, Larry Kushner, MBA, CRPC®, AWMA®, founder and president of Cornerstone Wealth Management Group, consistently remains focused on delivering quality customer service and providing financial advice tailored to each unique customer. Kushner places a strong emphasis on education and ensures that his clients receive a variety of helpful resources. He takes a holistic approach to planning and works with both individuals and businesses utilizing leading edge financial planning technology.

Some of Cornerstone's most recent educational endeavors include the following six minute, 24/7 on-demand webinars including: The Retirement Readiness Kit, Social Security – A New Dawn – A New Day (new updates to the Social Security laws), Guaranteed Income for Life, Tax Free Retirement, Women and Wealth, and Estate Planning Wills and Trusts. The webinars can be found at www.cornerstonewealthpresents.com and each webinar includes interactive workbooks, quizzes, videos, and more to help the viewer.

“Planning for retirement starts with learning and understanding all the facts,” said Kushner. “It’s important to take a holistic approach and look at your sources of income and expenses in retirement, as well as looking at longevity, rising health care costs, and the impact of inflation.”

Cornerstone works with customers from a wide variety of industries, including business owners, executives, physicians, educators and more. Cornerstone’s website contains webinars, videos and written materials designed to help investors understand the retirement planning process at nearly any stage in their lives. Visit www.cornerstonewmg.com today to browse their many financial education tools. Cornerstone works with businesses helping them with their 401k retirement programs, executive bonus compensation programs, as well as helping them with their group health insurance and group benefits.

Larry Kushner recently qualified for the Five Star Wealth Manager award for the sixth time in six years, which is a testament to his commitment to his clients’ success. Award recipients must meet a series of standards to qualify, including but not limited to: showing notable customer satisfaction, meeting the utmost measures in integrity, high standing education and professional designations and a review of five-year client retention rate.

Contact Cornerstone Wealth Management today for a free 90-minute consultation by calling 860-946-4392 or emailing info@cornerstonewmg.com.

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Securities and investment advisory services offered through NEXT Financial Group, Inc., member FINRA/SIPC. Cornerstone Wealth Management Group, LLC is not an affiliate of NEXT Financial Group, Inc.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3178 Connecticut area wealth managers were considered for the award; 293 (9 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 2,218 considered, 283 winners; 2016: 1,985 considered, 417 winners; 2015: 2,398 considered, 468 winners; 2014: 3,926 considered, 515 winners; 2013: 2,263 considered, 531 winners; 2012: 2,204 considered, 503 winners.