Cornerstone Financial Group LLC #buildingfutures

Today, we pause to remember the brave men and women who made the ultimate sacrifice for our country. Their courage, service, and dedication have given us the freedoms we enjoy every day.

Wishing you a meaningful Memorial Day as we reflect, remember, and spend time with those who matter most. ❤️🤍💙

Are you setting your child up for financial success—or just hoping you’re doing it right?

Join us for an informative session that breaks down the most common (and confusing) financial questions parents face when saving, investing, and planning for their kids’ futures.

We’ll cover:
• The right bank accounts for kids at every age
• 529 plans—how they work and if they’re worth it
• Roth IRAs for children: when they make sense and why they’re powerful
• Brokerage accounts for minors: pros, cons, and tax considerations
• When to turn accounts over—18 vs. 21
• How children are taxed and what parents should know

Perfect for parents who want clarity, confidence, and smarter strategies for their children’s financial future.

Register by calling 920-832-3821 or email [email protected] by Friday, April 10.

Calling all employers! 📣

On March 10, Sam Rein from UIA Advisors will be diving into employee health insurance options that fit businesses of every size—from small teams to large organizations.

Want to join us? Contact us at 920‑832‑3821 or [email protected] to save your spot!

With the generosity of our clients, we were able to donate numerous items to Harbor House in Appleton, WI. These donations will be able to help women and children in the community. We appreciate the giving hearts of our clients.

Thanks to help from our wonderful clients we were able to donate 55 toys, 5 books and a stocking stuffer to the Salvations Army Toys for Tots drive.

We are excited to be offering education series again in 2026. Here are the quarter one education series topics. The education series are offered at our Appleton, WI location as well as virtually. We hope you can join us!

Thanks to the best clients in the world we have already filled one box for Toys for Tots. If you would like to donate you can drop off at our Appleton office, 158 E Northland Ave. We are collecting through December 7.

Hey friends! We are hiring for a salaried position as our main man Tim is retiring! See below and let me know if you, or someone you know, is interested.

Job Summary:
We are seeking a detail-oriented, reliable and proactive full-time Admin Support Specialist to join our team on a full-time basis. This role is essential in ensuring timely response to our clients. The ideal candidate will be comfortable working in a fast-paced, client-focused environment and will play a key role in providing timely response to clients.

Job Responsibilities and Tasks:

Receive and process new client requests from advisors or administrative staff.
Prepare and organize account opening documents, agreements and disclosures.
Coordinate with clients to collect required information and signatures.
Input client data into CRM and systems accurately and efficiently.
Answer phone calls and direct calls to appropriate staff or take messages.
Manage client calendar and schedule client meetings with current and prospective clients.
Process paperwork and track the processing to ensure completion and accuracy.
Assist in data entry and document scanning/uploading as needed.
Required Skills and Qualifications:

Prior administrative or processing experience required.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook.).
Strong phone skills
Strong attention to detail and ability to manage multiple tasks efficiently.
Ability to maintain confidentiality and handle sensitive information.
Excellent organizational and time-management skills.
Strong communication and interpersonal abilities.
Ability to work independently and as part of a team.
High school diploma or equivalent; associate or bachelor’s degree preferred.
Will need to be able to pass an FBI background check.

Job Type: Full-time

Pay: $30,000 and up plus bonus of $4000 to $12,000 depending on skills, experience, and work product.

Expected hours: 36 – 40 per week

Benefits:

Flexible schedule
401(k) with match
Employer provided Life and Disability Insurance
Healthcare available for purchase

Schedule:

Monday through Friday 8:30am to 4:30pm

Travel 1 to 2 times per year

Work Location: In person - Appleton

That time of year folks!!!

Come by and help us support the fantastic work of the The Salvation Army USA and the Marine Toys for Tots Foundation!

Help us fill the box to overflow!

Offices open for drop off Monday through Thursday 8:30 am to 4:30pm.

Thank a veteran today.

We have what we have through the sacrifices they have made...having written a blank check for up to and including their lives, we are forever grateful.