From Retirement and Estate Planning to Business Advisory Services, The Cornerstone Team Has The Experience You Need.
Our passion for planning, advising and investing for farmers and business owners comes from our own background as a family-owned business in the farming and agriculture industry. Having lived, owned and worked our farm in Creston, Iowa for over 30 years, we understand the unique planning needed for businesses and families like yours. We still own and run our Creston farm, in addition to our business advisory and financial planning business. We are committed to understanding the unique needs of your family, and provide planning and investing services with the same care, quality and attention to detail we would expect from our own.
Whether it’s estate planning or retirement planning it’s important to choose a financial adviser who is competent and fully understands your needs and values. More importantly, you want an adviser that listens and...
Jim provides investment banking and mergers and acquisitions support through the partnership between Corporate Finance Associates (Mid-West and Mid-South divisions) where he is Chairman/CEO and Silver Oak Securities, Inc., our broker...
Ginny is Cornerstone Financial Group’s office manager. She prepares client reviews for Mike Moffitt, handles calendar scheduling and takes care of most back office activities. Prior to joining Cornerstone Financial in 1997, Ginny...