261 East Kalamazoo Ave, Suite L300, Kalamazoo, MI 49007

(269) 250-5200
matt@thecornerstonefinancial.com
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WHY CHOOSE US?

You may not be able to control the wind or the waves,
but you can control the ship you are traveling on. 
CORNERSTONE FINANCIAL
Guiding you to and through retirement

Where Do You Want Your Future Financial Roadmap to Take You?

Bringing Your Entire Picture Together: One Piece at a Time

Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience. We seek to simplify complex financial terms and investment options, offer sound advice, and help you navigate life.

At Cornerstone Financial, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you are not just a number or one portfolio of many. You are our priority, and we have built our firm around helping you succeed. Contact us today to get started.

Check the background of investment professionals on FINRA’s BrokerCheck.

Focused on You

Independently Owned

As an independently owned and managed firm, we possess the unique freedom to truly focus on what is best for you, rather than focusing on product sales or commission-based portfolios. We help you define financial success based on your goals and aspirations. Our services span from customized investment management to comprehensive financial planning, but one thing remains the same: we are focused on you.

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“Do for others what you would want them to do for you.”

- The Golden Rule

Skillful Specialists

Experience the Difference

Cornerstone Financial was formed from the deep-seated belief that customization, competency, and true independence are the keys to financial success. We take special pride in the fact that every plan and portfolio is uniquely formed and custom-tailored for you.

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“Your future harvest cannot exceed the quality of seeds you plant today.”

- Matthew Kleczynski

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.
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Estimate Your RMD

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.
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Weekly Market Recap

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