Our Services
Planning, investments, retirement, and protection.
We’ll take the time to get to know you and your goals, then create a plan to help you pursue them. The Templeton Group at Cornerstone Financial Management offers planning and management across the decisions that shape a household and a business.
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.
Learn MoreRetirement Planning
We’ll help you understand your options and create a plan for your retirement.
Learn MoreInvestment Management
We offer actively managed portfolios where appropriate as well as options for fixed stock and mutual fund portfolios.
Learn MoreRisk Management
Understanding investment risk and defining your risk preference is crucial. We’ll provide guidance on balancing risk based on your goals.
Learn MoreMedigap
Also known as Medicare supplemental insurance, Medigap plans can provide essential insurance coverage for some individuals.
Learn MoreEstate 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.
Learn MoreCollege Savings
Higher education is more expensive than ever. If you or your children plan to attend college, it’s important to understand your options.
Learn MoreInsurance
Insurance is crucial to help mitigate risk in your financial plan. We’ll walk you through your coverage options for your needs.
Learn MoreEmployee Benefits
Do you own a small business? Providing competitive employee benefits is a great way to attract and retain top talent.
Learn MoreLet's get started
Request an initial consultation with The Templeton Group in Columbia, SC.