Education and planning guidance leads to financial resource stewardship
Cornerstone Financial & Benefits Consulting is a firm believer that financial success does not happen by accident. The De Pere, Wisconsin-based team uses a comprehensive approach to planning that arms its clients with the information they need to attain goals and minimize potential points of failure. Cornerstone’s philosophy is with the proper information, people can create wealth by learning how to keep more of their resources and reduce the amounts they give in areas they don’t want to.
“We help businesses, individuals and families define purpose in their planning. Through the journey we help people not worship the wrong ‘god’ in retirement, build succession plans for their businesses and learn how to leave a legacy bigger than themselves,” explains Matt Kowalczyk, owner of Cornerstone Financial & Benefits Consulting. “Our team of advisors understands this, and we all help clients on their purpose-based plan to success.”
Cornerstone’s process focuses on protection, savings and leverage creation strategies that maximize growth opportunities. The most common areas of interest include:
- Business growth
- Business succession
- Charitable giving
- Healthcare planning
- Legacy planning
- Lowering debt and increasing wealth
- Retirement maximization
- Retirement planning
“Proverbs says: ‘Many advisors make victory sure.’ We work in concert with accountants, attorneys and other professionals as appropriate to ensure every detail of our clients’ plans is structured to achieve the intended result,” Kowalczyk says.
New Cornerstone website makes searching for financial planning solutions easier
Legacy planning, including the strategic role life insurance can play in ensuring its clients’ personal and business assets are distributed, is a large part of the Cornerstone process. In addition to designing plans focused primarily on financial issues, Cornerstone helps its clients develop contingencies that address business succession, charitable giving and other resources for future generations.
Cornerstone recently updated its website, found at https://yourcornerstone.net/, with a new look and to provide visitors with all of its updated services in an enhanced mobile experience. The new website explains Cornerstone’s information-based approach to planning and sets the stage for a productive initial meeting.
“Financial planning and benefits planning can be large subjects to wrap your head around,” Kowalczyk states. “We revised our website to simplify the visitor experience and lay the groundwork for the educational piece we believe is crucial to long-term success.”
About Cornerstone Financial & Benefits Consulting
Cornerstone Financial & Benefits Consulting is a De Pere, Wisconsin-based financial planning firm that helps businesses and people become the best stewards of their available resources. The company’s advisors use planning, teaching and implementation strategies to help clients attain their financial goals. Visit https://yourcornerstone.net/ or call 920-243-4188 to schedule your initial consultation.