Charitable Planning

A tax-favored transfer strategy is the transfer of family assets to public and/or private charities. These charities often include family foundations that are managed by family members. The family retains control over the gifted assets and access to income generated by these assets. With the right planning techniques and solutions for your current or future financial situation, our team is prepared with the connections and skills to:

• Enhance contributions to charities.
• Offer customized charitable trust planning solutions.
• Provide legal and accounting resources to aid the contributor.

The principal place of business and the state of domicile for Cornerstone Consulting Group,LLC is:
4040 Embassy Parkway, Suite 310
Akron, OH 44333
Phone (330) 665-2376
Fax (330) 670-1081

Disclaimer

Securities and Investment advisory services offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA/SIPC. Cornerstone Consulting Group, LLC is independently owned and operated.

Cornerstone Consulting Group, LLC is a member of M Financial Group.
Please go to mfin.com/DisclosureStatement for further details regarding this relationship.