Jody R. Nunez

Jody R. Nunez

Helping you make intelligent decisions about your money is why I am here.  Hello and welcome.  I am a financial advisor with Cornerstone Financial Partners.  Securities are offered through Ameritas Investment Corp.

I work to help clients create, grow, preserve and transfer their wealth.  Whether it be your business, your investment accounts or your retirement program, careful strategies must be developed and monitored to optimize what your assets can do for you.

Please call for an appointment.

 
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

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