Working With Us

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. With retirement on the horizon, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a financial professional, I am committed to helping people just like you create strategies for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with the goal of preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.

I invite you to look through all the material on my website. If something prompts a question, please send me a quick email at phillip.naman@lpl.com or call my office at 909-406-1144. I would enjoy speaking with you.

 

 

 

Our Process

Cornerstone Christian Wealth Management focuses on uncovering and understanding the needs and opportunities of our clients. Through financial coaching, we advise investor behavior to produce long-term results. We center on biblical stewardship principles and professional investment advice.

At our initial meeting, we will review your current holdings and budget, or help to initiate a budget. We assist in designing a road map toward these goals. Goals may be retirement, college funding, investments, real estate purchases, legacy or charitable gifting, or other financial plans of great importance to you.

We will monitor your progress in our reporting system and review the results at our meetings. We recommend quarterly meetings the first year and bi-annually going forward. You are free to request any additional meetings or reviews as needed, and your account information is avaiable to you at all times on your mobile device though LPL's AccountView app.