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Cosentino Financial Group LTD

Financial strategies that adapt to your evolving life

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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 A Provider of Financial Strategies

Located in Brookfield, WI, Cosentino Financial Group, Ltd. was founded by one of Wisconsin’s leading financial professionals, Richard A. Cosentino, and his son & partner Kevin J. Cosentino, who will ensure their business continues onto the next generation. The group's collaborative efforts have established their financial services as among the best in the industry.

Cosentino Financial Group, Ltd. specializes in working with individuals and business owners to provide financial strategies that include the following:

Professionals & Affluent Individuals
  ·Wealth Accumulation Strategies
  ·Wealth Distribution Strategies
  ·Wealth Transfer Strategies
  ·Risk Management Strategies

Businesses & Business Owners
  ·Employee Benefits
  ·Executive Benefits
  ·Risk Management
  ·Business Succession Planning
  ·Business Continuation Planning
  ·Insurance Planning

To produce these strategies, group members utilize a variety of diverse products and services to fulfill each client’s personal/business needs and financial goals.  There are numerous tools, articles, and newsletters located throughout this website, but we encourage you to contact us for a personalized analysis. You will be glad you took the time to follow through.

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planning

Financial
planning1

Asset management

Wealth
management

Estate planning strategies

Estate planning
strategies

Risk Management

Risk
management

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.