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.
- 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.