About Cornerstone Planning Group, Llc

Cornerstone Planning Group specializes in financial planning* and corporate benefit planning. Founder Carmine Corino, a CERTIFIED FINANCIAL PLANNER? professional, works hand in hand with clients to formulate an objective and goal driven financial planning strategy that enables Cornerstone to: -Crystallize financial objectives -Identify potential opportunities and roadblocks -Design a financial plan in line with the objectives -Take Action to achieve those objectives -Monitor progress of the plan Carmine is a CERTIFIED FINANCIAL PLANNER? professional and holds the Chartered Life Underwriter and Chartered Financial Consultant designations. He is a member of the National Association of Insurance and Financial Advisers, a 9 year qualifying member of the Million Dollar Round Table with 2 Court of the Table qualifications and one Top of the Table qualification. He is also named 2008 and 2009 "Top Financial Planners" by the Consumers' Research Council of America, and named "Top Wealth Advisor" by New Jersey Monthly magazine. He holds series 6, 63, 65, and 7 securities licences along with life and health insurance licenses.

General Information Years of Experience in Financial Services:    10+ CRD#:    4664528 States Licensed in:    NJ, NY, PA, MA,TX,FL Number of Years with Current Firm:    10+

Qualifications & Memberships Certifications, Accreditations & Designations:    Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLU®) Securities Licenses:    Series 6, Series 7, Series 63, Series 65 Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Health, Disability Financial Organization Memberships:    Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA)

Compliance Criminal Disclosures in Last 5 years:    Have a clean record Compliance Disclosures in Last 5 years:    Have a clean record Registered Investment Advisor:    Yes Registered Representative:    Yes Investment Advisor Representative:    Yes Acknowledged fiduciary:    Yes

Compensation and Fees Compensation Methods:    Based on Assets, Hourly, Flat Fee Fee Structure:    Fee-Based

Frequently Asked Questions

Q.	How do you charge for your services?

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Q.	How do you charge for your services?
*Financial Planning *Asset Management