Welcome to Cornerstone Benefits Consulting

We help businesses and people become the best stewards of their financial recourses as possible. Success doesn’t have to happen by chance. With proper planning, teaching, and implementing Cornerstone Benefits Consulting helps people and businesses hit their financial goals.

Together we can build a better foundation for a better life.

Cornerstone Wealth and Benefits Consulting
1000 North Broadway St.
De Pere, WI 54115

920-243-4188
FAX: 888-544-5335

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What's your legacy? March 28, 2018

One of the discussions we have with clients involves what they want their legacy to be. Legacy planning is very important and is different for everyone. The goal is to live your life, leave what you want to who you want (family, charity etc.) and give as little as possible to who you don’t want [...]

Guide for Effective College Planning - by Andrew Gerlach March 15, 2018

If you have children or grandchildren who plan on going to further their education, college planning is a must.  What most people don’t realize is that college planning is even more impactful the earlier you begin the process.   The reasons are many, however, the real benefit to starting early is that the more prepared your [...]

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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 adviser 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 adviser 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.