1000 North Broadway St.
De Pere, WI 54115

Financial Planning

Financial Planning

A plan needs a purpose beyond the rate of return

Have you ever felt like your financial plan was missing purpose? A plan without a purpose, is not a plan at all. Too often an advisor’s approach to financial planning is product based versus building a successful plan.

As a firm, Cornerstone is a team of MACRO-Managers. This means that we gather data and educate our clients on how money works and how rules surrounding money can affect their goals. With this data, we identify the pitfalls and bumps that can cause inefficiencies. By overcoming inefficiencies we create opportunities by giving less in areas our clients don’t want to. This ‘recapture’ of wealth then gets redistributed to other areas that can pay out and build wealth for them.

The data we gather helps us start building success in these areas with our clients:

Advanced tax savings strategies – with the coordination and partnership of your CPA/Accountant
Retirement plan setup
Retirement plan rollover
Business succession planning
Debt management solutions
Legacy planning with purpose
Buy/Sell agreement funding
Charitable giving maximization
Retirement exit strategies
College planning
Insurance consultation

Want to talk to us?

Please feel free to contact us. We’d love to talk to you.

Copyright © 2024 Cornerstone Financial Consulting, LLC – All Rights Reserved

Accessiblity Statement

Accessibility

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Cornerstone Financial Consulting, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered by Cornerstone Financial Consulting, LLC an Investment Advisor in the State of Wisconsin]. Being registered as an investment advisor does not imply a certain level of skill or training. Insurance products and services are offered through Cornerstone Benefits Consulting, LLC. an affiliated company. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Wisconsin, or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.