Cornerstone Planning Group

Please pick the appointment that best describes your needs and complete any instructions or questions.

Thank you.

  • 401(k) Reviews

    • 401(k) Introduction for PIC Law

      35 minutes

    Existing Client Meetings

    • In Person Meeting (Your Location)

      1 hour 15 minutes

    • Client Review Meeting

      35 minutes

    • Quick Call/Question

      20 minutes

    • In Person Meeting 1494 Old York Rd, 3rd Floor, Abington, PA 19001

      1 hour 15 minutes

    First Introductory meeting

    • Right Fit Meeting (1494 Old York Road, 3rd Floor, Abington, PA 19001)

      1 hour 15 minutes

      Are you over the age of 50 and have Investable assets of more than $500,000 or are you concerned about when to take SS, how to invest today for your entire retirement, whether you will run out of money or how you will handle a health ca ...

    • Right Fit Meeting at your location

      1 hour 15 minutes

      Are you over the age of 50 and have Investable assets of more than $500,000 or are you concerned about when to take SS, how to invest today for your entire retirement, whether you will run out of money or how you will handle a health ca ...

    • Right Fit Meeting

      1 hour 15 minutes

      Are you over the age of 50 and have Investable assets, are you concerned about when to take SS, how to invest today for your entire retirement, whether you will run out of money or how you will handle a health care cost in retirement? ...

    • Next Step meeting

      35 minutes

    • Next Step meeting 1494 Old York Road

      35 minutes