Our History

Our practice was founded in 1990 when Anthony Bird left the tax practice of a big eight accounting firm in Fort Worth, Texas to launch his career in the financial services industry. A lot has changed in the 25 years since. Our firm has grown, and our practice and expertise have expanded greatly. In the beginning, our practice primarily served the needs of young families and small businesses. Today, the cumulative net worth of families and businesses served by the Cornerstone team is approaching $3 billion. What has remained our priority is our commitment to excellence in securing and serving the financial goals of our clients who count on Cornerstone Wealth Strategies.

The Problem

Whether you are a retiree attempting to plan for an income stream you cannot outlive or you are attempting to plan for the maximum legacy to be left to the people and organizations you care most about, the obstacles to your success are largely the same:

• Existing and changing taxation
• Investment portfolios that do not grow the way you expect
• Interest rates that fluctuate and make planning very difficult
• Choosing the “best” assets to provide for your lifestyle needs and cash flows
• Unexpected health care needs
• Inflation

To make matters more challenging there are hundreds, if not thousands, of financial vehicles to choose from.  Print, radio, and television programming is filled with advice that often contradicts itself.  In the midst of all the noise and chaos, how can you be sure you have done what is best for you and the people you love?

The Solution

How would rising inflation and taxes affect your life savings?  Where would the money come from to pay for a prolonged healthcare event?  What if you or your spouse lives to age 100?  Threats to the success of your planning exist today and will continue to exist during the entirety of your life.  These risks cannot be eliminated, but the potential affect they might have on your personal financial security can be reduced or mitigated in many instances.  Using our financial modeling software, we can simulate the affects of different threats to your financial success and model the solutions we believe will lessen the potential impact of those threats.  Our clients determine the best way to hedge these risks in a manner that they feel most comfortable with.  The result is greater peace of mind and greater confidence that you are prepared for retirement.  Do not leave your success to chance.  Let us help model success with you.