https://www.retirecornerstone.com/about daily 0.75 2020-03-31 https://images.squarespace-cdn.com/content/v1/5df270d00fbea050a49c3964/1585681013909-UBBMJ5CNI87QMLVHF1TF/KW+picture.jpg About - Keith Wicklund Keith is the owner and principal retirement consultant for the clients at Cornerstone Financial Planning. His time is spent in meetings with clients and creating their retirement plans. He also manages and monitors their portfolios and researches investments. Keith has been a retirement consultant since 2008 and has practiced in the financial industry for over two decades, including several years as a practicing CPA. He holds a Series 7 and Series 66 securities registration through Harbour Investments. In addition, he holds the AAMS (Accredited Asset Management Specialist) designation from the College of Financial Planning. Keith’s love for life is rooted in his strong family values which include his wife Chris, his daughter Leah, and son Matthew. He is very active in community groups and his church. He enjoys travel, skiing, and spending time in northern Wisconsin with family and friends. “The trust my clients place in me is the most important part of my business. It’s something I never take for granted.” https://images.squarespace-cdn.com/content/v1/5df270d00fbea050a49c3964/1585680982647-8Y4CO53OTRLOS28RTMLL/Dedee.jpg About - Dedee Mascharka As the Client Services Manager, Dedee is an integral part of the Cornerstone Financial Planning. She handles all the client service needs, such as opening of new accounts, processing of payments to clients, and appointment scheduling. She executes and monitors all 401(k) and pension rollover paperwork and assists in ensuring that all compliance, regulatory and office procedures are met. She also records and maintains all transactions in the Customer Relationship Management System (CRM). In addition, she prepares and maintains ongoing reports for periodic client portfolio reviews. If a client needs anything, she is the primary point of contact and be rest assured, she can handle it. In her spare time, she enjoys spending time with her family, traveling, and reading. “What I love most about my job is working and helping our clients.” https://www.retirecornerstone.com/contact daily 0.75 2025-05-12 https://www.retirecornerstone.com/services daily 0.75 2020-03-31 https://images.squarespace-cdn.com/content/v1/5df270d00fbea050a49c3964/1583530321709-ZTEQGVPLQPL802AKYZLD/image-asset.jpeg Services - Investment Management Most of our clients have been working for years and have accumulated assets in their 401(k), 403(b) or 457. The biggest problem is that employees aren’t sure how their investments work in these types of plans. At Cornerstone Financial Planning, we offer customized investment management services, tailored to fit your goals, needs, and risk tolerance. Our experience allows us to offer recommendations as well as provide you with education on the various investment options available. https://images.squarespace-cdn.com/content/v1/5df270d00fbea050a49c3964/1583530134975-20WD32U0WWV849QBG8ZB/image-asset.jpeg Services - Retirement Planning One can never start too soon to plan ahead for retirement. Time passes quickly and before you realize it, your retirement day may only be 3 to 5 years away. There’s still time to make some important decisions, but now it really becomes important to reach out and get that pre-retirement advice. We can help you create a comprehensive retirement plan. It should be one that offers you a high monthly income but also the potential for that income to increase over the years. Most importantly, most of my clients need an income plan built to last their lifetime and usually for the lifetime of their spouse or significant other. Cornerstone Financial Planning will help you to build a retirement plan that is not completely dependent upon the markets, as we know the markets have always been full of surprises and will continue to be up and down, from day to day, and year to year during your years of retirement. https://images.squarespace-cdn.com/content/v1/5df270d00fbea050a49c3964/1583530959494-ZD0BXZXNAFAUFFK3MGT6/image-asset.jpeg Services - Estate Planning “Is having a will in place enough?” This is one of the most common questions we hear from our newer clients. At Cornerstone Financial Planning, we understand that everyone’s situation is different. We assist our clients by educating them on the topics they need to be familiar with such as wills, trusts, probate, and beneficiaries. From there we will help to arrange a meeting with a qualified estate planning attorney who will make recommendations based on your particular needs and goals. https://images.squarespace-cdn.com/content/v1/5df270d00fbea050a49c3964/1583532036306-PN57KHOR7CMYV63CZ79P/pexels-photo-3768114.jpeg Services - Long-Term Care Planning Many of our clients are concerned about the possibility of moving into an assisted living facility or even worse, requiring some form of long-term nursing care, aka a nursing home. Among other things, their biggest concern is “how am I going to pay for this?” At Cornerstone Financial Planning, we’ve been helping our clients explore their options. We begin by educating our clients on the options available and then offer our recommendations. At the end of our discussions, we help our clients choose what option is most suitable or appropriate for their situation. https://www.retirecornerstone.com/home-1 daily 1.0 2025-05-14 https://images.squarespace-cdn.com/content/v1/5df270d00fbea050a49c3964/1583533017312-IAK8B2WS9FQ0IX7OIYUU/pexels-photo-3740403.jpg Home - Retirement Income… It’s What Matters Most! Let us show you the steps we take to give you a stress-free retirement. We work closely with you to customize the best retirement plan to fit your needs. We put together the pieces of your 401(k), social security and pensions to complete your retirement puzzle. We enjoy assisting our clients and watching them reach their retirement goals so they can enjoy and live a stress-free retirement. Give us a call so we can complete your retirement puzzle! https://www.retirecornerstone.com/log-in daily 0.75 2020-03-06 https://images.squarespace-cdn.com/content/v1/5df270d00fbea050a49c3964/1583534179219-1CMOCDOLLDS3Z7HS3MQ0/image-asset.jpeg Log In - “The future belongs to those who believe in the beauty of their dreams.” — Eleanor Roosevelt