Welcome To…
Cornerstone Financial & Insurance Services
Helping Advisors Protect What Families Value Most.
Watch a quick video to learn about our
"Benefits of a Tax-Efficient Distribution Strategy".
Peace of mind that comes with retirement income that's ​guaranteed to last as long as you do!
As the Founding Agent and Owner of Cornerstone Financial & Insurance Services, I am dedicated to empowering advisors with the tools and resources they need to serve their clients effectively. Our mission is to help advisors protect what matters most while remaining true to their values, creating lasting impacts for families and businesses alike.
Since entering the financial services industry in 2009, my career has been marked by a dedication to fostering meaningful connections, delivering innovative solutions, and creating value for advisors and their clients. With a Bachelor of Science in Business Administration from Mount Ida College and ongoing pursuit of the ChFC® and CFP® designations, I bring both practical expertise and forward-thinking strategies to the advisors we serve.
I am proud to be involved with NAIFA, where I advocate for ethical practices and professional development in our industry. This commitment to integrity and excellence drives my leadership at Cornerstone Financial & Insurance Services
Outside of work, I enjoy time with my family in Beverly, Massachusetts, coaching high school football, and exploring my passions for fitness, cooking, and travel.
Let’s build a future of protection, growth, and lasting impact—together.
About Us
Jason P. Berube | Founding Agent & Owner
Jason with his family
Our Services
What We Do For Our Clients
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward.
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.
Best Tips
For A Worry-Free
Retirement
The Safe Money Guide
We Love To Meet New People!
Contact Us
📲 (978) 304-9467
📧 info@cornerstonewealthllc.com
Office Hours:
🕤 9:00 am - 6:00 pm (EST) Monday - Friday
🕤 Saturdays - By Appointment Only
Location
đź“ŤBeverly MA 01915
đź–Ą Virtually serving clients nationwide