Pursue Greater Dreams
Achieve True Impact
Build Your Future on a Cornerstone
Founder & CEO, CFS
Wealth Advisor, RJFS
MS-Financial Planning, CFP®, ChFC, CMFC®, ChFEBC®, CRPS®, AWMA®, AAMS®
Gordon’s Story
My name is Gordon Wollman, founder and CEO of Cornerstone Financial Solutions. The inspiration to start Cornerstone happened on my dad’s farm when I began to see the importance of building the right foundation. As a business owner and part of a farming family, I understand what many of our clients, maybe even yourself, are facing when it comes to your financial future. That’s part of our story here – and I’d love to share it with you…
Yes, You Can Dream, Build, and Lead the Life You Want.
We Help Make that Possible with The Cornerstone Experience™
1
We help uncover the greater possibilities available that give you the confidence to pursue greater dreams. We want your plan to create meaningful outcomes in your life.
2
A Cornerstone is a solid plan in which ALL the moving pieces of your wealth are planned for and working together cohesively so nothing falls through the cracks.
3
After developing a Cornerstone Plan, we empower you with the leadership tools to carry your dreams forward with confidence, excellence, and a sense of purpose.
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Wealth Building in Your 30s and 40s: Taxes Matter
Learn how smart tax planning in your 30s–40s can help boost wealth. By balancing your pre-tax, Roth, and taxable accounts you can lower lifetime taxes, manage AGI, and keep more of your money working for you.
Recognizing Excellence: Andrew Ulvestad Achieves Certified Kingdom Advisor® Designation
Andrew Ulvestad is officially a Certified Kingdom Advisor®! Learn how a faith-based financial advisor can help you align financial decisions with your Christian values and long-term goals.
The Power of a Financial Planning Team
A financial planning team offers the structure, insight, and continuity solo advisors often can’t. Learn how Cornerstone’s team approach supports smarter strategies and bigger goals.