Retirees & Near Retirees2024-01-17T15:41:48-05:00

Your retirement journey: How to take control.

Ready to secure your retirement and make the most out of your golden years?

We bring immense value to our retired clients and those nearing retirement by offering a combination of expertise, trust, and personalized attention. We leverage our years of experience, staying ahead of market trends and delivering tailored solutions designed to navigate the complexities of retirement planning. From optimizing income streams to mitigating risks and ensuring long-term financial sustainability, our proactive strategies aim to provide a comfortable and fulfilling retirement lifestyle.

Complimentary e-books to help you live
your purpose, both when working and retired.

Imagine feeling financially confident about
your retirement years.

CornerCap understands what it takes to help individuals grow their wealth sustainably in any economic climate because we’ve been doing this for more than 35 years.

Wealth management thought-leadership articles
that intersect working years and retirement years.

Business Owner Tales from the Trenches
podcast with host Cannon Carr.

Join Cannon Carr, CEO and Business Owner at CornerCap, as he has conversations with entrepreneurs on lessons learned from the trenches. Cannon and his guests talk about sustaining business success, while appreciating financial independence along the way.

Our goal is to help you secure your life,
not just your growing business OR your personal wealth.

We start by listening to you and understanding your story.

  • Who are you?
  • Where do you want to go?
  • What are your risk profiles, both for your business and for you?

For every dollar of profit your business makes,
you have three choices.

Reward yourself.
Reinvest in the business.
Repurpose to diversify.

Your choice. We’ll help you do it.

We will leverage decades of in-house research, called Fundametrics®,
as we aim to have your assets and life appreciate together.

For 35 years, our proprietary investment research methods have been our North Star.

They’re called Fundametrics®.

We don’t chase trends or react to fads. We find promising value through research and analysis to grow and secure your capital.

We are in your corner to empower your future.

Ready?

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