1000 North Broadway St.
De Pere, WI 54115

Our Process

Cornerstone Process

Solving financial story problems

The overall goal is to make sure people are not a slave to the lender, aren’t worshiping the wrong god in retirement, and do have a process that leads to success in various areas of our services.

The solutions may be different for everyone, because everyone’s situation is different. However, in every situation we eliminate failure opportunities and wealth-eroding factors as much as possible. We do this by focusing on protection, savings, and creating leverage to maximize growth. By eliminating failure points we create efficiency and this creates wealth. That wealth allows our clients to put money in different areas of their lives to enhance goals we set together often without spending anything more than they are spending right now.

These processes are used while building success with clients in the areas of:

Business growth
Business succession
Charitable giving
Healthcare planning
Legacy planning
Lowering debt and increasing wealth
Medicare
Retirement maximization
Retirement planning

Want to talk to us?

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

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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.