Cornerstone Capital Management - Digital Brochure

DO YOU HAVE A ROCK SOLID RETIREMENT PLAN?

LEAVING NO STONE UNTURNED We get it, the world of finances seems daunting. At Cornerstone Capital Management, we will look at your holistic financial picture and address any inefficiencies in your portfolio. We take pride in creating a space where you can voice any questions or concerns to help you achieve peace of mind. When it comes to your future, we will leave no stone unturned.

1

TURNING EXPERIENCES INTO STEPPING STONES Derek Colton built Cornerstone Capital Management with the hopes he could help people steer clear of his own past investment blunders. As a young man, Derek made several poor investment decisions, that negatively impacted his financial situation. Instead of getting discouraged, Derek became educated in the intricacies of the financial market and developed a passion for helping others succeed with the knowledge he gained, building a strong financial foundation for his clients in the process.

As a business owner and family man, Derek takes his role of giving people peace of mind very seriously. Derek is willing to go above and beyond for his clients. Unlike big box firms, Derek built his company to prioritize clients and their families in order for them to feel supported and informed every step of the way in their financial journey.

Above all, Derek values his family more than anything else. As such, he understands the importance of financial stability and security for families and is committed to helping his clients achieve their retirement goals.

Derek, his wife of 39 years, Penny, and their 5 daughters (yes, 5 daughters!), 4 sons-inlaw, and 6 grandchildren (and counting) make their home in Edmond, Oklahoma where they are active members of Henderson Hills Baptist Church.

2

3

4

DEFINE YOUR CORNERSTONE. DESIGN YOUR FUTURE. Once we have established your lifestyle goals, we can design your retirement plan around those goals.

The Cornerstone Capital Management approach to retirement is built on turning over every stone so your comprehensive, individual plan serves you and your family’s needs.

5

DEREK COLTON PRESIDENT, INVESTMENT ADVISOR

As best selling author and long-time host of the Safe Money Radio Show and President and Founder of Cornerstone Retirement Solutions, Derek Colton has enjoyed helping clients from all walks of life protect and grow their hard-earned retirement money.

Derek likes to “brag” that as a layman, he made every investing mistake known to man-some of them many times. As a young man, these costly mistakes inspired Derek to educate himself on the intricacies of the financial markets and the pros and cons of various financial products and investment strategies.

Wanting to do what he could to help others avoid the investing blunders he made early on, Derek founded Cornerstone Retirement Solutions, a retirement and investment planning firm. This gives Derek the opportunity to use his experience to assist his clients in planning, sustaining and enjoying a secure retirement.

Some of the strategies Derek employs will allow for the potential of significant gains to one’s portfolio without the risks typically associated with the stock market. A risk some of his clients would rather do without. ​ erek, his wife of 39 years, Penny, and their 5 daughters (yes, 5 daughters!), 4 D sons-in-law and 6 grandchildren (and counting) make their home in Edmond, Oklahoma where they are active members of Henderson Hills Baptist Church.

6

“We manage comprehensive strategies that provide our clients with independence, & peace of mind during their retirement years.”

7

8

YOUR FOUNDATION. YOUR FUTURE. OUR EXPERTISE. Our goal is to help ensure you have a holistic, individual plan involving lifestyle preservation, asset protection, extended care solutions, heal care and estate planning while maximizing tax efficiency. Our priority is protecting your assets and allowing them to grow without unnecessary risk, so you can feel comfortable in your retirement.

9

10

405.444.9067 · OKCornerstone.com 2569 S. Kelly, Suite #100. Edmond, OK 73013