SOURCE: Cornerstone Financial Solutions

March 30, 2005 10:00 ET

New Book Highlights Gordon Wollman and His Staff of Huron and Sioux Falls as Top Wealth Management Team!

HURON, SD -- (MARKET WIRE) -- March 30, 2005 -- The book, "Wealth Management Teams: The Smart Investor's Guide to Evaluation and Selecting a Competent Team of Financial Professionals" (Financial Forum Publishing, 2005), is available nationally and features interviews with 13 top advisory teams throughout the United States. Gordon Wollman and his staff, with offices located in Huron and Sioux Falls, South Dakota, were chosen to be in this book as one of the best wealth management teams in the country. After 13 years of helping people, Gordon Wollman, President of CFS, is proud to be recognized as one of the most well-respected wealth managers in the U.S.

Having experienced confusing and difficult times, today's investors understand the importance of selecting a qualified professional to help them manage their money. Increasingly, they are finding that one professional can't do it all. Instead, they may need one professional to help them properly allocate their assets, another to guide them through the complicated world of state and federal tax laws, and still another to create legal documents to protect their personal and business assets. The questions then become:

--  How do I select the "right" team of professionals?
--  How do I know the efforts of one will complement the efforts of
    another?
--  How do I evaluate them on an ongoing basis?
    
Gordon Wollman, CFP, President of Cornerstone Financial Solutions, and a financial advisor with Sentra Securities Corporation, says one of the first things investors should do to determine whether a team is the "right" one for them is ask for client references having situations similar to the investor's. "They should also make sure that the team has an investment and consulting process in place," Wollman added. "This ensures that nothing falls through the cracks."

Agreeing, team member Cindy Neuharth, Office Manager, suggests that the best way to evaluate how well an investor can work with a team is through meeting with them. "Take the time to find out if the team is a good fit. Do they have the resources in place to meet your needs?"

And, conversely, team member Dave Thielen stresses, "Investors need to know what the team's expectations of the investor are as well."

Gordon Wollman and his team at CFS are one of 13 wealth management teams interviewed and recommended by financial services industry authors Steven Drozdeck and Lyn Fisher in their new book, Wealth Management Teams. The book is available at bookstores or through www.amazon.com. Anyone interested in obtaining a free copy please call Cornerstone Financial Solutions at 605-357-8553.

Securities offered through Sentra Securities, a registered broker-dealer and member NASD, SIPC. Advisory Services offered through Sentra Securities, a Registered Investment Adviser. AIG Advisor Group is the marketing designation for the wholly owned subsidiary broker-dealer members of AIG.

Contact Information

  • Contact:
    Gordon Wollman
    President
    Cornerstone Financial Solutions
    Web site: www.gordonwollman.com
    Email: cfs@gordonwollman.com

    280 Dakota Ave S
    Huron, SD 57350
    Phone: 605-352-9490
    Fax: 605-352-5429

    224 N Phillips Ave, Ste. 102
    Sioux Falls, SD 57104
    Phone: 605-357-8553
    Fax: 605-357-9285