Cornerstone Financial Group is a financial planner in Gainesville, FL. The firm provides specialized expertise to families, business owners, and retirees, offering services such as retirement planning, investment management, and insurance protection. With a 5.00 rating, the firm focuses on helping clients navigate financial risks and pursue long-term goals through tailored strategies.
Founded in 1975 by Jan Sedlacek, the firm has spent over four decades helping clients build wealth and secure their futures. As an independent fiduciary, the team provides unbiased, objective advice with a primary focus on protection, followed by tax-efficient savings and growth. Their service offerings include managing employee benefit plans for business owners, reviewing assets and liabilities, and providing personalized investment management for IRAs, 401(k)s, and other retirement plans. The firm utilizes a unique process designed to identify risks and implement cost-effective planning solutions while helping clients stay accountable to their financial objectives.
The business maintains a well-optimized website that search engines read cleanly, ensuring their information is easily accessible.
Cornerstone Financial Group combines decades of experience with a commitment to protecting and growing wealth for the Gainesville community.
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