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About

Cornerstone Financial Group centers on the preservation and distribution phase of the financial life cycle. We help clients work toward their goals with an emphasis on low risk and asset preservation.

Since we are independent, we have the flexibility to find individual strategies for each client’s needs. Unlike some financial institution relationships, this independence allows us the ability to provide more personal and effective service to the client.

Our personalized individual service has fostered long term relationships with our clients. We currently have 2nd and 3rd generation clients enjoying the personal attention that we give. Our clients come from many professions including engineers, physicians, teachers, accountants, and college professors.

R. Scott McPeak

FOUNDER, CERTIFIED FINANCIAL PLANNERâ„¢

615-933-5114

scott@cstonefg.com

R. Scott McPeak is a CERTIFIED FINANCIAL PLANNER™ professional and entered the financial services industry in 1986. He founded Cornerstone Financial Group in 1995 to serve his clients with more independence and flexibility. For more than two decades, he has focused his practice toward financial planning for pre-retirees and retirees. He helps clients in reaching their goals by understanding the unique needs they face in retirement and working in their best interest to help them reach those goals, including educating them on tax reduction, income enhancement, asset preservation and growth.

Scott’s practice centers on the preservation and distribution phase of the financial life cycle. He helps his clients work toward their goals with an emphasis on low risk and asset preservation. Scott is independent and has the flexibility to find individual strategies for each client’s needs. Unlike some financial institution relationships, this independence allows him the ability to provide more personal and effective service to the client.

Earlier in his career, Scott was the general manager of a local business, and from 1990 to the present he has built his independent practice helping retirees strive for their goals. He has extensive training and experience in the areas of financial planning, legacy planning, IRA distribution planning and tax-reduction strategies.

Scott received his Bachelor of Arts degree from Free Will Baptist Bible College Nashville, TN, and completed his Master of Science degree in Personal Financial Planning.

Scott enjoys spending time with his wife of more than 30 years and his four daughters. He also enjoys photography, computers, golf, and traveling with his family. He is very involved at his church and has served on its leadership council and finance committee. Scott and his family have lived in Mount Juliet for more than 20 years.

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