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Control your financial future with a holistic approach
Home of success
Cornerstone Financing develops financial approaches that break new ground. We offer a transformational financial solution that provides homeowners with a streamlined path to converting their largest asset —home equity— into tax-free cash.
Learn about CHEIFSYour financial future
Our goal is to enhance liquidity, enabling future-focused planning without the burden of tax implications or missed investment opportunities.
Stay away from debt
Access home equity without creating debt.
Preserve your assets
Enhance your existing investment portfolio and maintain liquidity.
Own your home
Retain all the value of homeownership.
About 77% of older adults want to age in their home. Almost nine out of ten Americans 65 and older lived in their home in 2021.
Wall Street Journal, Sep 2024
Long-term healthcare costs are rising and inflation is expected to make these costs more severe.
Housing Wire, Sep 2024
Creating the win-win
Cornerstone Home Equity Insurance / Investment Funding Solutions (CHEIFS)
CHEIFS is a patent-pending solution that efficiently converts dormant home equity into tax-free cash to fund annuities, life insurance, long-term care, investments, and other financial and life planning options.
CHEIFS provides a true, holistic, and comprehensive financial plan opportunity.
With streamlined distribution through our network of advisors, CHEIFS offers a uniquely efficient model that maximizes value and enhances advisor-client financial planning strategies.
