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How We Can Help

How We Can Help Your Business

We understand that each business is faced with unique challenges, so the most important thing to us is to help you get the results you want.  We help business owners connect the dots…to help simplify the complex and enable you to create a business that can thrive with or without you. And we can do this in tandem with your current team or our team of experts.

Our services include but are not limited to helping you address the following: 

  • Business Value Enhancement Strategies
  • Informal Business Valuations
  • Formal Business Valuations*
  • Business Exit/Transition Assistance
  • Business/Commercial Debt Review
  • Buy/Sell Agreements
  • Corporate Retirement Plans
  • Cross Purchase Plans
  • Key Man Insurance Strategies
  • Employee Benefits Analysis
  • Money Purchase Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Deferred Compensation Plans
  • Self-Employed Retirement Plans
  • 401(k) Plans
  • 403(b) Plans
  • Simple IRA and 401(k) Plans
  • Section 529 Payroll Deduction Plans

    (Hourly or fixed rate for services offered through Cornerstone Financial Group)

    * Available through our affiliates

Reach out to us at Cornerstone Financial Group for a no-cost initial consultation.  We are committed to providing innovative and forward-thinking solutions for entrepreneurs like you.  We help wealth creators grow and preserve their legacy!

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (641) 782-5577