In order to show our appreciation, we have created a program.
The VIP Membership Program is a way for our clients to earn rewards for referring their friends and family to Cornerstone Financial. We know you like to refer people to us in the first place, but this is just our way of saying thank you to our loyal clients.

Guidelines:

You must be a Client of Cornerstone Financial
Advisory Group.

To receive 25 points an individual or couple, age 50 or over, must attend one of our Free Workshops.

To receive 50 points and individual or couple, age 50 or over, must come in for a Free Consultation appointment.

To receive 100 points an individual or couple, age 50 or over, must become a qualified client.

A Qualified client must invest at least $25,000 through Cornerstone Financial. To receive points for Workshop Attendees or Appointments, the individual or couple must be new to Cornerstone Financial (never come in before and haven’t been referred by another client).

Each point is worth $1.

There are three ways to redeem points:
- Gift Cards in $25 increments
- Accumulate points for payout at the end of December
-In approved merchandise

Gift cards must be picked up in the office. You will be required to sign for them.

Additional Benefits

VIP Services:
Rewards Program
Scheduling Priority

Email Benefits:
Coupons & Discounts
Financial Tips