What's Your Return On Life?
Maximizing Return on Life means ensuring that our clients not only achieve financial security, but also align their wealth with personal values, goals, and overall well-being.
Over our more than 35 years in the business,
hundreds of clients have enjoyed their own version of Return on Life and shared highlights with us along the way.
Our relationship with Chuck Walker and Cornerstone Wealth Advisors spans over 30 years. In 2002, following a job change, we entrusted most of our investments to them. With three children in private school and my wife staying at home, managing our funds carefully was crucial. I had aimed to retire at 62 but unexpectedly retired at 58 in 2020 due to a company downsizing. Chuck reassured us, and after prayerful consideration, we retired early. Since then, we’ve enjoyed extensive RV travel, covering over 14,000 miles across 35 states. In 2025, we plan a 6-month RV trip to Alaska. Cornerstone’s excellent management not only facilitated our early retirement but also enabled us to fulfill our retirement dreams.
- Tom & Charleen H.
My Return on Life has been an incredible journey. With the expert guidance of Cornerstone Wealth Advisors, we have worked together to make a comfortable and rewarding transition into retirement which will be enjoyed for years to come. The proof has been the incredible opportunities to travel from zip-lining in Alaska to riding a mule to the base of the Grand Canyon. From Cape Town to Iceland, and from Asia to the Amazon. My shout out is to the Cornerstone team whose wise decisions and guidance were instrumental in making this happen.
- Claudia P
Thanks to Cornerstone’s ‘Return on Life,’ we’ve grown our retirement fund and enjoyed our first year of retirement as ‘Connoisseurs of Leisure Activities.’ Last year, we traveled to 14 countries and 45 cities, including Iceland where we’ll visit again next month to drive the country, and Greenland for a new adventure. In November, we’re exploring southern Italy, as well as visiting France and Spain. Joe and I are grateful to Return on Life for helping us live our dreams!
- Joe & Pam D.
We would love to hear from you!
We would like you, our satisfied clients, to submit pictures of you enjoying your Return on Life and share what you have been able to accomplish and experience.
