We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
CornerStone Financial Management was formed in 2014 as a means to provide independent advice to families, individuals, and businesses throughout the midlands of South Carolina and the state of South Carolina and beyond. Wealth Management Advisor Robert Templeton has developed an expansive footprint with clients in serving the needs of both Corporate and Rural America. Robert is relationship centric and utilizes a core focus on developing strategic financial plans with each client as an individual. With access to independent advice, and more than 20-plus years of industry experience, and an energetic team, Cornerstone Financial Management seeks to glorify God by providing sound financial advice and management for each individual client based on their specific situation, goals and objectives. We strive to provide advice that's consistent with a high level of ethical standards as well as consistent with what we believe to be a biblical model for financial management.
We specialize in all things insurance! Home, Auto, Life and even Commercial insurance are all products we offer. Let us help you with all of your insurance needs today. Locally owned and operated since 2003, we happy to support the communities across the Midlands and all of South Carolina.
As Retirement Planning Specialists, we love helping our clients plan and implement their retirement dreams whether it is a retirement full of travel, friends, or family. We take great pride in being the financial advisor of choice. We measure daily success in handshakes and hugs and we try to shift the burden of worry away from our clients. Our education, training, hard work, and teamwork allow us to serve others while providing for our own families.
At Dyadic Financial Management, we understand that we cannot be all things to all people. Before we start working with a new client, we want to make sure that we are the right fit for each other. During our initial meeting with prospective clients, we ask a variety of questions in order to understand what they want to accomplish. In turn, we recommend that they ask us a number of questions to truly understand how we work. At the end of our initial meeting, if our prospective client is not completely comfortable and confident in the way we do business, we recommend that they continue their search for a financial advisor. However, for those that are the right fit, we begin the process of helping them pursue their financial goals as if those goals were our own.
