Best Services Offer
Appropriate and sufficient financing for a company is crucially important for long-term success. We advise you in choosing the appropriate type of financing.
Retirement Income Modeling
Social Security Optimization
Medicare Planning
We Have a Wide Breadth of Experience
Cornerstone Retirement Group has spent 30 years focused exclusively on retirement planning — Social Security optimization, Medicare enrollment, withdrawal sequencing, and long-term care.
We're a fee-only RIA, which means no commission incentives steering recommendations.
Our Analysis Covers
We have knowledgeable practitioners including a Certified Financial Planner, a Certified Investment Management Analyst, an attorney, and a tax practitioner.
Retirement Income Modeling
Social Security Optimization
Medicare Planning
401(k) & Rollovers
Tax-Efficient Withdrawal
Long-Term Care Planning
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Please complete this form, our expert advisor will be in touch with you.
Client Testimonials
Appropriate and sufficient financing for a company is crucially important for long-term success. We advise you in choosing the appropriate type of financing.
"I was 6 months from retirement and didn't have a plan. Cornerstone built our retirement income strategy in 8 weeks — Social Security, Medicare, withdrawal sequence, all of it."
"The Social Security analysis alone paid for 15 years of advisory fees. They showed us a claiming strategy our previous advisor never mentioned."
"I tried doing retirement planning with TurboTax and Excel for years. Bringing in Cornerstone changed everything — they see the tax interactions across IRA / Roth / pension / Social Security that I couldn't see myself."
Free Retirement Review
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Frequently Asked
Scan to Get Started
Scan this QR code with your phone camera to instantly open the form — perfect for print materials, business cards, and signage.
How retirement planning businesses like this one use MeritsOnly
The form you just previewed above is the real product. There are two ways to put it to work, depending on whether you already have a website.
Add this form to it
- Embed the exact form shown above on your existing site with one script snippet, styled to match your brand.
- Works with WordPress, Wix, Squarespace, Shopify, or plain HTML — paste the code and it's live.
- Log into your MeritsOnly dashboard to see every lead the moment it comes in, filter by status, form, channel, or score, and manage follow-up.
Get one built, hosted, and ready to capture leads
- This retirement planning site is a real example of MeritsOnly's website development and hosting service — not a downloadable theme or a do-it-yourself builder kit.
- Our team designs, builds, and hosts the entire site for you, with your own custom domain and SSL included.
- The same lead-capture form and dashboard from the first option comes built in from day one.
Can I add this form to a website I already have?
Yes. Copy one embed snippet from your MeritsOnly dashboard and paste it into WordPress, Wix, Squarespace, Shopify, or any plain HTML page. No rebuild, no developer needed.
What can I do from the MeritsOnly dashboard?
See every lead as it arrives, filter by status, form, channel, or lead score, and manage follow-up — all from one login, whether the form lives on your own site or on a MeritsOnly-hosted one.
Is website hosting included?
Yes, for the built-for-you option. Hosting, a custom domain, and SSL are included in every plan — there's nothing extra to buy or set up with a separate hosting provider.
Do I need to build or maintain the site myself?
No. Unlike self-serve website builders, our team handles the design, development, and ongoing hosting. You approve the site; we build and maintain it.
How much does a retirement planning website like this cost?
Plans start at $99/month with no separate design fee. That covers hosting, your domain, and the smart lead-capture form shown above.
How long does it take to launch?
Most retirement planning websites like this one go live in 4–7 days from when we start building. Adding the form to an existing site is faster — typically same-day.