Financial Planning

 

Have you ever felt like your financial plan was missing a… I don’t know… a PLAN? Too often a planner’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 your goals. With this data, we identify the pitfalls and bumps that can cause inefficiencies. By overcoming inefficiencies we create wealth without having to create a lot of risk.

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 – Get a plan to keep on track! A proud member of  
  • Legacy planning
  • Buy/Sell agreement funding
  • Charitable legacy maximization
  • Retirement planning
  • College planning
  • Insurance consultation

Contact Us

Planning for your future
needs to start today

- Planning Starts Now

Cornerstone Benefits Consulting
416 George Street
De Pere, WI 54115

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

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©2018 Cornerstone Benefits Consulting