From Estate Planning to Retirement Planning in Iowa, 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 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 in Iowa, 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...
Vice President, Wealth Advisor
Klaus Steinke assists you with your wealth advisory needs by specializing in investment advice, tax strategies, estate planning, risk mitigation and charitable giving strategies. He has received the designation of Certified Financial...
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...