Theodore R. Yoos, CFP^®

Partner

Cornerstone Financial Management LLC

10 Mall Rd, Suite 301
Burlington, MA 01803

FINANCIAL ADVISOR'S WEBSITE

www.cornerstonefm.com

(800) 527-1238 CONNECT WITH Theodore

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Cornerstone is a fee-only firm. Our sole source of compensation is the fees that our clients pay us for our professional advice, recommendations, and service.

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$500,000

General

Theodore Yoos is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cornerstone Financial Management LLC in Burlington, MA and the surrounding communities.

Financial Advisor Overview

Cornerstone is a fee-only Registered Investment Advisor. We do not sell any financial products. We manage investment portfolios for our clients using predominantly low- cost mutual funds and exchange-traded funds (ETFs) that will help them meet their financial goals and are appropriate for them. We work with insurance professionals to identify the most appropriate insurance products for each client when an insurance solution is needed for their financial plan. We also work with tax professionals and attorneys to assist with tax and estate planning solutions for our clients. I act in a fiduciary capacity for each client, striving to do what is in each client's best interest at all times.

Financial Advisor Experience

I have over 30 years of experience working with individuals and families to articulate their financial goals and dreams. I determine the best strategies to achieve those goals, provide comprehensive recommendations on all areas of personal finance, and work with clients and other professionals to implement the recommendations in the financial plan. With each client, I monitor their progress toward their goals, and make adjustments to their financial plan and investment portfolio as conditions warrant.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Cornerstone is a fee-only firm. Our sole source of compensation is the fees that our clients pay us for our professional advice, recommendations, and service.