Video Introduction

Refer a Friend

Do you know someone who might share your concerns about financial security?
 

Professional

Mike Formella uses a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of survivor income, retirement, and asset allocation needs. Mike helps his clients:

  • Identify both short and longer-term goals for you and your family
  • Develop a comprehensive plan that addresses a wide spectrum of needs, including asset allocation, disability income, education funding, estate planning, long-term care, retirement planning, and survivor income.

In addition to managing a successful personal practice, Mike leads the team at Cornerstone FInancial Group-Mequon. As Managing Partner, Mike recruits, develops, and mentors new Financial Representatives and ensures that his team receive the highest quality support and access to the tools needed for ongoing success.

Years of Experience

Representing Northwestern Mutual since 1987.

Education

Degree Major Institution
Bachelor of Arts Business University of Wisconsin-Madison

Awards and Recognition

Million Dollar Round Table Qualifying Member   1992-1999, 2008-2010
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT