Cornerstone Financial Group

Cornerstone Financial Group Estate planning, investment Planning and Consultation for small business and agricultural professi In either case, all costs are clearly outlined.

An Evolving Practice Focusing On Retirement And Estate Planning

Through the years, CFG has evolved. In the beginning, our services focused on first-time investors seeking investment guidance. But as the years passed, more and more of our client base came from those with small businesses, IRA rollovers and inheritances. The common theme for all of these new clients was the need for retirement and

estate planning in Iowa for today and beyond. CFG owner and president Mike Moffitt felt that many people were confused about estate planning in Iowa or planning for retirement and not aware of many financial opportunities available to them. Often they made relatively uninformed choices when it came to 401(k)s, other benefit packages, and their investments. CFG is a firm designed around providing unbiased education, full disclosure of information relevant to making sound financial choices, and specific services most needed by our clients. Networking With Other Key Service Providers Saves You Time And Money

Since controlling costs and achieving acceptable returns on investment are of critical importance, we focus on providing cost effective strategies. Our services are affordable to nearly any business or individual. Clients pay for our services through either a fee structure or on a commission basis. Some clients choose the hourly or annual fees, which are negotiated according to the project. Others choose to implement their planning decisions through the companies we are affiliated with. In this case, we receive commissions or asset-based management fees from these companies that compensate us for the work involved. The fee based planning ensures we don’t promote one particular investment over another while the commission system can sometimes make possible lower negotiated financial planning fees for the client. To help maintain objectivity, our company policy is to not be captive to any one financial services vendor. As a result, we work with dozens of mutual fund companies, separately-managed account providers, life insurers, health companies, retirement plan administrators, accounting firms and law firms on a regular basis. Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Silver Oak Securities, Inc. and Cornerstone Financial Group are separate entities. For more information on the FINRA go to: http://www.finra.org/
For more information on the SIPC go to: http://www.sipc.org/

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Address

Creston, IA
50801

Opening Hours

Monday 9am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+18008275577

Website

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