CORNERSTONE PORTFOLIOS
Client Resources
Forms, secure account access, and simple planning tools—built to keep things easy and clear.
Quick Links
Start here for the most common client needs.
New Client Profile
Complete this form to help us understand your goals and key details so we can tailor your plan.
Lombard Sign On
Securely access your account to view statements, monitor investments, and manage your portfolio.
Retirement Calculator 60-Second Estimate
Estimate total savings at retirement and retirement income using different methods.
Retirement Savings & Income Calculator
Featured ToolEnter a few details for a quick estimate.
No email required. No data saved.
Not sure where to start? Try a realistic example.
Inputs
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Simplified calculator. Doesn’t include taxes, Social Security, fees, or changing contributions.
Results are estimates for educational purposes and not financial advice. Actual performance may vary.
Questions?
We’re here to help you move forward with clarity.

