Cornerstone Financial Group

This site has been published for residents of IA, MN, MO, NE. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Cornerstone Financial Group is a Registered Investment Adviser. Investment Adviser Representatives of Cornerstone Financial Group may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Securities licensed associates of Cornerstone Financial Group are Registered Representatives offering securities through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC. Cornerstone Financial Group and NPC are separate and unrelated companies.
 

Michael E. Moffitt, ChFC

It's important to choose a financial adviser who is competent and fully understands your needs and values. As president and founder of Cornerstone Financial Group, Mike Moffitt is registered as an Investment Adviser Representative in Iowa.

Mike has over 22 years of experience in the financial services industry,  beginning his financial consulting career in 1985 with a small national financial planning and investment company headquartered in Kansas City, MO. He founded Cornerstone Financial Group in 1987.

Cornerstone Financial Group (CFG) is a financial consulting firm with offices in West Des Moines, Iowa and Creston, Iowa. Since inception, our goal has been to help clients find ways to lower taxes and create long-term wealth.