Financial Harmony & Personal Fulfillment
We are experienced financial advisors in Columbia, SC, ready to help you create a plan to work toward financial success while you focus on life’s other priorities. When you work with The Templeton Group at Cornerstone Financial Management, we will take the time to have real conversations about your current financial situation, your values, your career, and your family to help you work toward your financial goals.
Financial Advisors
Columbia, SC
Financial Harmony, Personal Fulfillment
Are you tired of choosing between financial success and a fulfilling life? What if you could build lasting wealth while staying true to your values and enjoying the present moment?In this transformative guide, father-son financial advisors Robert and Ryan Templeton reveal the path to building wealth without sacrificing your now.
Our Mission
As dedicated financial advisors, we are here to build long-lasting relationships with our clients. We will work closely with you to understand your goals and objectives, time horizon, and risk tolerance, so we can create a detailed financial plan. Our team pursues continued education, completes regular training, and always works to uphold the utmost integrity and customer service.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Our Services
Financial Planning
We’ll take the time to get to know you and your goals, then create a comprehensive financial plan to help you pursue them.
Retirement Planning
We’ll help you understand your options and create a plan for your retirement.
Investment Management
We offer actively managed portfolios where appropriate as well as options for fixed stock and mutual fund portfolios.
Risk Management
Understanding investment risk and defining your risk preference is crucial. We’ll provide guidance on balancing risk based on your goals.
Medigap
Also known as Medicare supplemental insurance, Medigap plans can provide essential insurance coverage for some individuals.
Estate Planning
Do you have a plan for your estate after you’re gone? We can help you strategize so that your wishes are followed while discussing options to avoid probate.
College Savings
Higher education is more expensive than ever. If you or your children plan to attend college, it’s important to understand your options.
Insurance
Insurance is crucial to help mitigate risk in your financial plan. We’ll walk you through your coverage options for your needs.
Employee Benefits
Do you own a small business? Providing competitive employee benefits is a great way to attract and retain top talent.
Let's Get Started
Many people avoid meeting with a financial advisor due to anxieties or misinformation about the process. We’ll assess your short-term and long-term goals to develop a plan with you, not for you. We strive to simplify the financial planning process while offering competent and objective financial guidance. Request an initial consultation today.
Our ProcessRequest Appointment