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Your Personal and Professional Financial Adviser

Comprehensive Implementation of Your Plan From an Experiences Financial Adviser – “There are many factors to building, protecting and maintaining your estate and business legacy plan that should be considered to ensure it meets your future goals. These include analysis of your tax consequences, protection of your current and future estate and many other factors. Our planning process analyzes all of these needs, as well as implementation of any recommendations we find that support the most advantageous outcome for you, your business and your family.”

Cornerstone Financial Group offers a wide range of services for our clients to suit their individual needs. Whether you are just getting started with investing or are already in retirement and looking to leave a legacy, CFG is here to assist you.

To learn about each of our services in detail, please click on one of the links below.

Agribusiness Solutions

Business Advisory Services

Charitable Gift Planning

Estate Planning

Financial Planning

Insurance Planning

Investment Management

Retirement Planning

Tax Planning

Mike Moffitt and the Cornerstone Financial Group can help you get started working through your unique financial, retirement or investing concerns – beginning the process of mapping out your future. Whether your need is retirement help, investment advice or help creating an emergency fund for a rainy day, we are ready to help.

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