Cornerstone Financial Management
is a full service financial planning firm
serving Mena, Arkansas and Baytown, Texas and
their surrounding communities, specializing in
serving the needs of individuals and businesses.
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Registered Principal, IMS Securities, Inc., Member FINRA /SIPC,
10205 Westheimer, Suite 500, Houston, Texas 77042 (713)266-2993
*Advisory services offered through IMS Financial Advisors, Inc.

Investment Products
Cornerstone Financial Managment offers a wide variety of products suited to
your individual needs and business needs such as:


Services Insurance
* Private Portfolio Managment * Disability
* Estate Planning * Life
* Business Succession Planning * Health
* Financial Planning * Long-Term Care
* Retirement Planning * Fixed Annuities
* College Planning * Variable Annuities
* Customized Seminars * Variable Life Insurance
   
Direct Participation Programs Investments
* 1031 Exchanges * Managed Money Platforms
* Real Estate Investment Trusts * Fee Based Asset Management
* Real Estate Partnerships * Mutual Funds
* Equipment Leasing Programs * Variable Annuities
* Drilling and Oil/Gas Programs * Stocks & Bonds
  * Tax-Exempt Bonds
  * Tax-Efficient Investments
   
Company Benefits  
* 401k & 401k Rollovers  
* Profit Sharing  
* Defined Benefit Retirement Plans  
* Simple IRA's  
* Key Person Insurance  
* Group Insurance  
* Company Sponsored 529 Plans  

 

In addition, we offer estate, trust and charitable gifting programs to individuals,
businesses and charities.

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Located at 905 Mena Street, Suite 100, Mena, Arkansas, 71953.

Thayne Williams
Financial Advisor

Investors should consider the investment objectives, risks, charges and expenses of any investment before investing.

For more information, please ~ call (479) 234-0016 Mena
  ~ (888) 4-Thayne (888-484-2963)
  ~ fax (888) 744-2699
  ~ email thaynewilliams@ims-securities.com