Cornerstone Wealth Management, LLC - Robert J. Dussi, CFP, CLU

Robert J. Dussi, CFP, CLU
Financial Consultant
• Certified Financial Planner
• 18+ Years Experience as a Financial Consultant in AZ
• FINRA Series 7 & 63 Securities Licenses
• Life, Health & Disability Insurance License

Cornerstone Wealth Management, LLC
2812 N. Norwalk, Bldg. 9, Ste. 118
Mesa, AZ 85215
Office: (480) 718-5724
Fax: (480) 718-5746

Accumulation, Preservation and Distribution Strategies
• Design and implement investment, retirement and estate planning strategies
• Apply diversified asset allocation approach to investment portfolios designed with an aim to reduce risk over the long term
• Customize advisory portfolios using stocks, bonds, ETF’s, alternate investments and mutual funds
• Position assets and structure account ownership for the most tax-efficient transfer to heirs
• Design life insurance programs for family protection, estate liquidity and tax-free death benefits to heirs

Products
• Stocks, Bonds and Mutual Fund Portfolios
• Managed Advisory Portfolios
• Fixed, Variable and Indexed Annuities
• Traditional Roth IRAs
• Small Business Retirement Plans:
- 401(k), SEP and Simple IRAs

Services
• Life Insurance and Annuity Reviews
• Retirement Income Planning
• Estate and Wealth Transfer Planning
• College Savings Planning
• Long Term Care Insurance Analysis
• Rollovers: 401(k), 403(b) and Pension

*Investing involved risk including loss of principal. No strategy, including asset allocation, assures success or protects against loss.

To schedule a cost-free, no obligation consultation, please call us at (480) 718-5724.

*Securities offered through LPL Financial, Member FINRA/SIPC