Do Any of These Sound Familiar?
- You Took Enormous Risk To Start Your Business
- You Worked Harder Then Most To Get Here
- You Want Help Making Key Financial Decisions
- But You're Cautious About "Advisors" Who Talk A Big Game
- You Want to Feel Like You Have a Partner In This Journey
If Any Of This Sounds Familiar, You're In The Right Place.
Whether You're Just Starting Out Or Looking To The Next Chapter...
Our mission is to manage and protect the wealth of business owners and their families.
It all starts with a conversation. Click here to pick a time to chat.
Leif Erickson, RICP®, BFA™
Leif is passionate about helping clients manage their finances through the different seasons of their lives. He focuses on retirement, estate and tax planning strategies for individuals, business owners, and their families.
His certifications as a Retirement Income Certified Professional® and a Behavioral Financial Advisor™ help him advise his clients on virtually any financial issue.
Along with his wife, Chelsea, Leif enjoys traveling, motorcycling, and quiet evenings on Forest Lake with family or friends.
Meet My Team
Thrivent - Forest Lake, Minnesota
Joe is a Wealth Advisor working in our Andover office. Joe has more than 25 years of experience helping clients with their financial goals.
Sophey is our Client Relationship Manager as well as being fully licensed. We're grateful to have her help us manage all the details!
Client Relationship Manager
Andover and Forest Lake, MN
Luke helps us dig into the numbers and develop our client's Comprehensive Financial Plans. Whether its developing Retirement Income Strategies, Tax Savings Strategies, or Investment Management, Luke is an invaluable part of our team.
When not at the office, you likely find Luke enjoy MN Wild Hockey or sneaking in a long-weekend to snowboard in Colorado.
Andover & Forest Lake, MN
Member Service Center
If one of our team members is unavailable and you need immediate assistance on your Insurance, Annuity, Mutual Fund, or Brokerage Account, please call our dedicated Member Service Center at 1-800-847-4836.
Our Member Service team members are available Monday - Friday, 7:00am - 6:00pm, central time zone.
Member Service Center
The Cornerstone Group team provides comprehensive, values-based, personalized solutions for our clients' financial planning needs. Our wealth management services include fee-based strategies helping clients with:
- Investment Planning
- Wealth Management Strategies
- Retirement Income Distribution Strategies
- Income Tax Planning
- Estate and Charitable Giving Strategies
The Cornerstone Group team members are licensed to do business in AZ, CA, CO, IA , MN, ND, TN and WI.
Forest Lake & Andover, MN