A well-balanced plan for a comfortable retirement

Life Balanced. Invested. FOR LIVING YOUR BEST LIFE.

Planning for retirement involves balancing critical aspects: Income, Lifestyle, and Legacy. At Cornerstone Retirement Advisors, our financial planners and investment managers help you navigate these key areas to seek financial confidence and enjoy retirement.

Income: Ensure a steady tax efficient income to cover all your expenses without the worry of running out of funds. Our experienced financial advisors help you create a robust financial plan tailored to your needs.

Lifestyle: Enjoy the retirement you have dreamed of by setting aside funds for the things that bring you joy. We collaborate with you to align your investments with your personal lifestyle goals.

Legacy: Leave a meaningful impact by planning, investing, and executing an estate plan designed towards your remembrance. Whether it is providing for loved ones or supporting cherished charities, CRA financial planners help you craft a Legacy that reflects your values.

At Cornerstone Retirement Advisors, we manage your finances with a comprehensive approach, invest your assets customized to your plan and help you focus your priorities so you can live confidently and enjoy your retirement to the fullest.

Experience Life Balanced & Invested with our experienced financial planners.

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Income

We address your need for a sustainable, tax-efficient stream of income.
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Lifestyle

We address your desire for funding your active and enjoyable retirement.
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Legacy

We address your wishes to provide for your family and favorite charities.
Insightful financial guidance designed to help build your business and personal wealth
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Advice for incorporating your company benefits into a comprehensive financial plan
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Providing a lifetime of comprehensive financial guidance for every need and milestone
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Helping you plan and prepare for the most significant transition in your life
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Strategies for preserving your assets and providing income for retirement
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Using our experience and familiarity with compensation and benefit programs to help you plan
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Helping you make the most of your military compensation and civilian business opportunities
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Providing financial guidance for company retirement plans, nonprofits and institutions
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

A committed, caring and experienced team

Gary Mitchell

Gary Mac Mitchell,

J.D. Chief Executive Officer, CRA
Investment Executive, RJFS
Winfield Geiger

Winfield Roy Geiger,

CPFA®, AIF® Chief Operations Officer, CRA
Financial Planner, RJFS
Mackenzie Bennett

Mackenzie Frazier Bennett,

AAMS® Chief Business Development Officer, CRA
Financial Advisor, RJFS
jacob haywood

Jacob S.

Haywood Wealth Management Advisor, RJFS Investment Manager, CRA
Our detailed planning and personal connection with you allows us to do our best work on your behalf.
Gary Mac Mitchell, J.D. Chief Executive Officer, CRA; Investment Executive, RJFS

Life balanced. Invested.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Cornerstone Retirement Advisors, Inc., is not a registered broker/dealer and is independent of Raymond James Financial Services.

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