1000 North Broadway St.
De Pere, WI 54115

Savings

Wealth Coordination

Money for opportunities and need

This is what we call the parking lot. This is where the journey begins. All resources flow through here, stay for a short period of time, or wait until retirement. Building a game plan that has adequate access to money when “life hits the fan” or when opportunities come into vision is vital to success. Proper planning reduces the dependency on financial institutions and reduces debt. Easy access to cash while paying as little as possible in fees and taxes is the goal for this area. This area also funds the protection, savings, and growth areas.

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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 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.

Savings

Wealth Coordination

Money for opportunities and need

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