Dumfries, Virginia, United States
Cornerstone Advisor Group, or CAG, offers a complete suite of financial and wealth management services for individuals, families, businesses, and non-profit organizations. We customize holistic strategies that align your financial priorities with your life or business goals. Our ultimate goal is to empower you to dream bigger and enjoy financial stability. That is why we deliver excellence in life planning. Our Values We are a family founded, veteran run business that believes in upholding our Christian values in everything we do. “Treating your neighbor as yourself” is our guiding principle for helping our clients align their time, talents, and treasure with their priorities. Our Why A strong planning process paired with a strong financial team is the best way to create and maintain a solid financial foundation for yourself, your business or the generations to come. When this is done right, we help our clients and partners plan better so they can dream bigger and achieve more!
Homer Garrison is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., and securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 4118 E. Parham Road, Richmond VA 23228, 866-868-1492. Cornerstone Advisor Group, LLC is independent of Equity Services, Inc. Homer Garrison is licensed to sell securities in Virginia and sell insurance in Virginia. An endorsement of this individual is not a referral of them for investment advisory services and may not reflect others’ views or experiences. TC8753939(0226)3
Licensed Banker responsible for building relationships with affluent customers and community members, and to be a trusted resource committed to helping them succeed financially, making the most of the Wells Fargo partners, products, and services available to achieve success. Identify customer needs and goals for business, mortgage, retirement, and investment services, and work closely with peers and partners in Wells Fargo Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to best meet customer needs and goals.
In partnership with Asset Marketing Systems (AMS) and other strategic partners, I help individuals and businesses create and improve current assets and retirement outlooks through careful planning and proper leveraging of financial instruments and life insurance products. Services include the ability to enable legacy protection (Estate Planning and Trust Funding), to rapidly reduce debt and grow savings simultaneously, to maximize social security benefits, to grow retirement income tax-free, to create guaranteed lifetime income, to minimize tax obligations, to manage and update investment portfolio to maximize gains, to create financial resources for investment projects including real estate investing, and to eliminate investment risk without sacrificing investment growth, and without requiring the traditionally strict no-frills lifestyle. Being a consultant my entire career, I have found that taking a holistic approach is more efficient and provides better results. That is why I take the time to understand my client's needs, wants, and abilities, and I work with them to develop and implement a personalized plan designed to greatly improve the quality of their lives. Because experience has shown that by failing to plan, we are planning to fail. Visit http://www.FinancialGlee.com to learn more.
Licensed in Virginia, Maryland, and DC * Committed to being honest, hard working, and committed to clients' success. * Developed proprietary system for home valuations. * Provide exceptional residential and commercial real estate services throughout Virginia and Maryland. * Conduct practice in accordance with applicable Code of Ethics, Fair Housing and Equal Opportunity, and governing policies and laws * Fully understand use and implications of applicable agreements, contracts clauses and addenda to ensure contract compliance and best possible outcomes * Prove to be an invaluable and trusted resource * Develop long-term relationships * Promote best practices and highest level of standards * Strive to be a worthy role model and positive influence Specialties include: Military, Relocation, Luxury, Vacation Home, Waterfront, Resale, New Construction, Investment, First-Time Home Buyers, 55+, Short Sale, Foreclosure. Real Estate Designations and Certifications earned: * Certified Military Residential Specialist (CMRS) * Short Sales and Foreclosure Resource (SFR) * Broker Price Opinion Resource (BPOR) * Accredited Buyer's Representative (ABR®) (Expired) * Seniors Real Estate Specialist (SRES®) (Expired) * Certified Pre-License Education Instructor * Cindy Bishop Worldwide Instructor (Virginia PLE/CE, Technology) * VHDA Qualified Instructor
* Teach real estate Post-Licensing Education (PLE) and Continuing Education (CE) accredited courses by the Department of Professional and Occupational Regulation (DPOR) including Agency Law, Contracts (Full and Essentials versions), REALTOR® Code of Ethics, Fair Housing, Listing Agreements, and Working with Rentals. * Develop new courses and prepare for submission to DPOR for accreditation approval. * Assist with updating course content for accreditation renewals.