Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
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Leading Financial Advisors on the North Shore Financial Advisors Cornerstone Financial Partners LLC your goals|our mission...helping you plan the business of life. It is all about planning... Financial planning is the process of organizing and allocating your finan- cial resources to meet your life's plan. It's the business plan for your family that carefully targets each area of your life: ...your home, your spouse, your children, your security, your lifestyle, your legacy and your imagination. At Cornerstone Financial Partners Carlie L. Dugan MANAGING PARTNER, CORNERSTONE BRANCH MANAGER, RJFS Cornerstone Financial Partners LLC 900 Cummings Center Suite 307-T Beverly, MA 01915 978-338-6614 Fax: 978-522-4053 carlie.dugan@raymondjames.com www.havetoplanfinancial.com LLC, we take the time to get it right. We understand every family is unique and the vision of your life is yours alone. We help people plan for more than market cycles, we help them plan for lifetimes. While what we do is complex, what motivates us to do it is very simple: we want to help people. That desire is the foundation of our firm and the spirit that drives us every day. We believe the business of financial planning is a business of professional experience and personal insight, of using collective wisdom to achieve individual aspirations. At the same time, we draw on the vast technological and informational resources of Ray- mond James, one of the nation's lead- ing financial services companies. The result is a visionary financial plan that is both comprehensive in scope and as distinctive as a fingerprint. Carlie L. Dugan, Managing Partner of Cornerstone Financial Partners LLC, an Investment Advisor Represen- tative and Registered Representative of Raymond James, recently launched the firm after 12 years of managing the Private Wealth Group at Danvers- bank. Along with her former team- mate, Greg L. Miner, Vice President of Cornerstone Financial Partners LLC, an Investment Advisor Representa- tive and Registered Representative of Raymond James; she has expanded the depth and breadth of services provided. Carlie recently became a member of the 2012 Raymond James Executive Council*, acknowledging an extremely high level of commitment to clients through personal service and professional integrity. The Advisors at Cornerstone Finan- cial Partners specialize in serving two core groups of clientele: Those individuals or families at or nearing retirement, or within 10 years of that stage in life; and those with emerging wealth who are just begin- ning to develop a life plan. Getting ahead of the curve can make all the difference. Call us today for a confidential consultation. PR OMO TION *Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Cornerstone Financial Partners LLC is independent of Raymond James.