Appleton, WI
Algoma, WI
St. Petersburg, FL

We Help Build Futures So you can

Each of us is different, with a unique vision for the future. No matter how you envision your future, Cornerstone Financial Group can help you get there.

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What We Do

Simple and Clear Financial Strategies Built Around Your Lifestyle

If you're like many of our clients, you live an active lifestyle that doesn't leave much time for financial planning. At Cornerstone Financial Group, we offer a number of financial planning services to help you achieve your short- and long-term financial goals – so you can get back to doing the things you love.

investment management

We build disciplined investment plans, so you can achieve the life you've always wanted.
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Retirement Planning

Our retirement plans are built around your unique lifestyle and personal retirement goals. 
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Risk Management Planning

We develop a risk protection strategy to safeguard your family against potential financial risks.
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Business Succession Planning

Our business succession plans help businesses prepare for a smooth transition in leadership.
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Our Locations

Personalized Financial Planning Services in a City Near You
The Cornerstone Financial Group currently has offices in three locations:

Financial Calculators

Tools for Crunching Numbers

mortgage calculator

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retirement calculator

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compound return calculator

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