Cornerstone Retirement Partners

Cornerstone Retirement Partners, based in Grand Rapids, MI, is an independent fiduciary financial advisory and Medicare firm with over 20 years of experience. The team specializes in assisting working individuals transition into retirement by managing assets, enrolling in Medicare and Social Security, and creating sustainable income plans.

With a commitment to acting in the best interest of their clients, Cornerstone offers comprehensive services that include tax preparation and coordination with elder law attorneys to facilitate wealth transfer while qualifying for Medicaid. Their knowledgeable staff includes financial advisors and Medicare specialists who are cross-trained in various retirement planning specialties.

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