1000 North Broadway St.
De Pere, WI 54115

Our Process

Financial planner showing client their chartsCornerstone icon

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
Watch Our Process video