Cornerstone Financial Planning, located in Grove City, OH, is a comprehensive financial planning firm specializing in a low-risk, low-volatility money management system. Led by Curt Scott, a seasoned financial advisor with over 20 years of experience, the firm aims to provide individuals with the necessary education and assistance to achieve their financial goals, particularly in retirement planning. With a focus on risk management, income planning, tax planning, and estate planning, Cornerstone Financial Planning collaborates with professionals such as CPAs, attorneys, and insurance providers to implement tailored strategies for each client.
As an affiliate of Ohio Pension Advisors, Scott Financial Group also serves members of the five pension plans run by the state of Ohio, offering expertise in maximizing pension benefits. Mandy Scott, the VP of Client Experience, ensures that clients receive top-notch service and oversees all aspects of client services. With a commitment to lifelong client support and a dedication to putting clients' interests first, Cornerstone Financial Planning strives to help individuals navigate their financial journey and achieve a successful retirement while minimizing unforeseen risks.
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