* Holly Lundberg
* Retirement Planning
We develop an investment strategy relative to your goals and objectives. By making the right investments, your financial future and the financial future of your family are protected.
* Financial Strategies for Education
We review and analyze your eligibility for college financial aid and tax strategy incentives. We complete all financial aid forms and required paperwork. For non-eligible financial aid families, we establish alternative approaches enabling you to make the best and most informed decisions.
* Estate Planning
As your trusted financial advisors, we combine our technical expertise with close personal attention to your specific needs to manage your estate planning. With proper planning, we can maximize your estate's value and minimize the tax burden on your family and heirs.
* Business Succession Planning
Only you fully realize how much work has gone into building your business. Our goal is to properly protect you and your family's interest in this very significant asset. This enables your business to survive and thrive.
* Mortgage and Refinancing Options
Mortgage and refinancing options are continuously changing in these volatile times. We get the most current information available to enable you to arrive at a solution that is cost effective as well as one that suits your current and future income. Wells Fargo is our partner in mortgage and financing options.
* Wealth Building and Management
We help you develop a plan to successfully increase your personal wealth. This includes setting financial goals, budgeting, saving and investing, and managing debt. We can also help you safeguard what you've already accumulated for you and your family for generations to come.
* Personal & Business Insurance
Within our advisory firm, are various insurance specialists who are able to assess your health, life, disability and long-term care insurance needs. As independent agents, they have the flexibility to find the best company to fit your price, coverage and service requirements.
Holly Lundberg
Insurance Specialist
Cornerstone Professional Advisor Services LLC
c/o SDL Agency
148 Madison Ave - 15th Floor
New York NY 10016
Tel: 212 722-3561
Email: hollyl232@aol.com; hlundberg@cpasllc.com
* Accredited Estate Planner by the National Association of Estate Planners & Councils
Holly has been providing insurance coverage and overall financial services to high net worth individuals, business owners, professionals and their families since 1970.
Holly holds designations as a Chartered Life Underwriter, a Chartered Financial Consultant and an Accredited Estate Planner from the American College in Bryn Mawr, Pennsylvania. She has conducted seminars on financial, business and retirement planning and is frequently asked to speak to groups and organizations. She has been interviewed on the radio discussing ways individuals can reach their goals. Holly has taught courses on investments, insurance and financial planning. Her interest and concern for people enables her to provide prudent and caring guidance to her clients.
Ms. Lundberg is a graduate of Pace University with a Master of Sciences in Financial Services degree.
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