We are experienced financial advisors in Columbia, SC, ready to help you create a plan to work toward financial success. 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.
Robert Templeton is part of the SmartVestor program, a network of qualified investing professionals. As a professional in the SmartVestor program, you can have greater confidence in our ability to assist you with retirement planning, college savings and other investments.
Comprehensive Financial Planning
Working closely with you, we’ll help you establish a financial plan to support your future and help alleviate common fears, including:
- It’s too late
- It’s too complex
- It’s too much to learn
- It’s too time consuming
- It will confirm all of my fears
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.
Certified Kingdom Advisor®
As Certified Kingdom Advisors, we share your Christian worldview and can help you navigate financial decisions as faithful stewards. We have been trained to provide biblically wise financial advice for clients who seek confidence and purpose in their financial dealings.
We’ll take the time to get to know you and your goals, then create a comprehensive financial plan to help you pursue them.
We’ll help you understand your options and create a plan for your retirement.
We offer actively managed portfolios where appropriate as well as options for fixed stock and mutual fund portfolios.
Understanding investment risk and defining your risk preference is crucial. We’ll provide guidance on balancing risk based on your goals.
Also known as Medicare supplemental insurance, Medigap plans can provide essential insurance coverage for some individuals.
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.
Higher education is more expensive than ever. If you or your children plan to attend college, it’s important to understand your options.
Insurance is crucial to help mitigate risk in your financial plan. We’ll walk you through your coverage options for your needs.
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