Appleton, WI
Algoma, WI
St. Petersburg, FL

financial services

At Cornerstone Financial Group, we offer a number of financial services to help you achieve your short- and long-term financial goals. Our services include investment management, retirement planning, risk management, estate planning, business succession planning, and college financial planning. Please continue reading to learn about each of these services.

Investment Management

Ready to achieve your financial goals? Put your money to work with a disciplined investment strategy from Cornerstone Financial Group. An investment strategy guides your investment decisions based on several important factors, including your age, lifestyle, available capital, goals, risk tolerance, proximity to retirement, future needs for capital, and more.

Retirement Planning

When you choose Cornerstone Financial Group as your financial advisor, we work with you to create a retirement plan that's catered to your individual retirement goals. This includes identifying your income, liabilities, expenses, and life expectancy; and managing your investments, assets, and risks in order to meet your retirement goals and financial needs.

Risk Management Planning

Risk management planning involves identifying uncertainties in investment decisions, analyzing whether those uncertainties are beyond your level of risk tolerance, and mitigating any high-severity risks in order to meet your investment goals. We can help you develop a risk protection strategy that protects you and your family from potential financial risks.

Estate Planning

Estate planning involves deciding how your property will be handled in the event of your death or incapacitation. This includes making a will, setting up trusts and/or making charitable donations to limit your estate taxes, naming an executor and beneficiaries, and more. We'll work with your attorney to build an estate plan that addresses your specific needs.

Business Succession Planning

Succession planning ensures your business continues to run smoothly and without interruption when one or more owners or key employees leaves, retires, or passes away. An emergency succession plan is used when an important leader needs to be replaced unexpectedly, while a long-term succession plan helps your business prepare for anticipated leadership changes.

College Financial Planning

Higher education is expensive. However, using a tax-advantaged savings plan, such as a 529, can make saving for college easier. In addition, financial aid, federal grants, and private scholarships can further reduce the amount of student loans you'll need to take out. We'll work with you to develop the right college financial plan to fund your academic goals.