YOUR financial solutions partner for YOUR situation!

Planning today for your tomorrow!

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Looking for your Family Office?

After years in the flat-fee and hybrid-fee financial planning space, we saw a need to add an in-house tax planning service. We are proud to offer this service for our partnering clients who want the family-office feel, with transparent pricing based on YOUR unique situation.

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Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!

Cornerstone Tax Planning

6901 Professional Parkway East, Suite 201, Sarasota, FL, USA

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09:00 am – 05:00 pm

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All Securities through Money Concepts Capital Corp., Member FINRA, SIPC. 11440 N Jog Rd., Palm Beach Gardens, FL 34118

Cornerstone Tax Planning and Schofield Enterprises, Inc. are independent contractors not associated with Money Concepts

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