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Our Focus

Our Focus - Client Centered

Our focus is to ensure you have the right financial strategies in place to give you piece of mind, financial freedom and the desired lifestyle that you have always envisioned for yourself and those you care about.  If you are a business owner or landowner there are critical questions we address with you to navigate the complexities that arise when planning for a transition event.  By asking the right questions and getting to know you and your business, we can help pinpoint the areas of your business that are both strongest and weakest and identify some structural changes to consider that would allow for operational growth and ultimately add enterprise value. We want you to be able to look back and be gratified in the changes you made with your business or farm and know that you left a lasting legacy. 

Your Business & Your Time:  Learn How to Get the Most out of Both

If you are like most successful business owners, you’ve spent a great portion of your working years building your business. Now what? What’s next? Do you want to get the business to the next level? Do you want to continue running the business, but have more time for yourself or your family? Or are you starting to consider selling the business? Are your children potential successors and do they have the necessary skills? Do you have that next generation of leaders already in the company? If you aren’t the sole owner, how do you structure a buyout? And if you sell, how will that affect not only your life, but your lifestyle? Can you maintain the lifestyle you are accustomed to? Success can bring great financial rewards but also increased complexity. And a ton of questions you may never have considered before. 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. View our video to learn how Mike Moffitt, President of Cornerstone Financial Group helps owners focus on what’s important and how to get better control of key aspects of their business. Our business advisory services include a step-by-step process designed to make your company less dependent on you and more valuable to potential buyers down the road, all while giving you back more control over your time.

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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