Cornerstone Financial Group – Providing Central Iowa Financial Services since 1987
It’s important to choose a central Iowa financial services adviser who is competent and fully understands your needs and values. As founder of Cornerstone Financial Group (CFG), Mike Moffitt is registered as an Investment Adviser Representative in Iowa with Advantage Investment Management.
A One-Stop Resource Guide to Better Financial Planning For You, Your Business And Your Family – “As your advisor, we are your advocate, planner, and guide throughout the financial planning process. We have relationships with attorneys, and will partner with you at the attorney’s office as facilitator to ensure thorough understanding of the financial planning process, and to guide discussions about your plans. This provides our client with confidence in their financial futures.” 1
– Mike Moffitt
Mike and Cornerstone Financial Group have over 26 years of experience in the financial services industry, consisting of financial planning and investment planning and advising to retirement planning and estate planning. Cornerstone Financial Group is a financial consulting firm with offices in West Des Moines and Creston, Iowa. Since inception, the goal of Cornerstone Financial Group goal has been to help clients find ways to lower taxes and create long-term wealth.
1 – Neither LPL Financial nor any of its representatives render tax or legal advice. Outside providers of professional services are neither affiliated with nor endorsed by Cornerstone Financial Group or LPL Financial.