High Lift Financial, Aligning Family and Business for Generational Wealth

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High Lift Financial, Aligning Family and Business for Generational Wealth

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Comprehensive solutions for your family's automotive collision repair shop business to your life's challenges

As your personal financial point person, or technician, our mission is to be your first contact in any financial matter you may face so you can focus your time and energy on the things most important to you, like your family, your business or career or the causes that you are passionate about. Our first commitment is to align your goals and dreams are, what you and your family need to have in order to live the life you want and, most importantly, what concerns you financially both now and in the future. From there we will develop a financial roadmap that we can monitor and adjust on an ongoing basis. Advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission. To 'Like', 'Share' or 'Follow' this entity's/individual's page or any of the posts on it should in no way be construed as a testimonial or an endorsement of the entity/individual.

10/31/2026

Investing in new equipment only pays off when your team knows how to use it properly.

Without the right training, valuable tools can sit unused, leaving shop owners frustrated and technicians questioning the equipment.

Sometimes, improving shop performance starts with changing old habits and investing in your team’s knowledge.

▶️ Watch the complete episode of Your Business, Your Life podcast with guest Jason Bartanen. 🔗https://highliftfinancial.com/episode-113-revolutionizing-tech-support-in-the-collision-industry-with-jason-bartanen/

Disclaimer:
All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategies discussed here.

High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

10/31/2026

An Employee Stock Ownership Plan (ESOP) allows business owners to sell company stock to a trust that benefits their employees, with an independent trustee representing their interests in the transaction.

While employees may help select the trustee, the trustee negotiates the sale with the selling shareholders.

Understanding the structure, eligibility requirements, and potential tax benefits, including Section 1042, is essential when considering an ESOP as part of your exit strategy.

▶️ Watch the complete episode of Your Business, Your Life podcast with guest Steven Golden
🔗https://highliftfinancial.com/episode-112-exploring-the-benefits-and-complexities-of-esops-for-collision-shop-owners/

Disclaimer:
All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.

High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

10/31/2026

Strong cash flow doesn’t always mean your business is performing at its best.

Hidden financial leaks, missed opportunities, and overlooked tax advantages could be costing you more than you realize.

A closer look at your finances can help you keep more of what you earn.

▶️ Watch the complete episode of Your Business, Your Life podcast
🔗https://highliftfinancial.com/episode-120-why-do-it-yourself-exit-plans-dont-work/

Disclaimer:
All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.

High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

10/30/2026

An ESOP gives employees a direct stake in the company by allocating shares to their retirement accounts.

Unlike a traditional 401(k), employees’ future wealth is tied to the company’s growth and performance.

This ownership can motivate employees to work smarter and help drive business success.
▶️ Watch the complete episode of Your Business, Your Life podcast with guest Kelly Finnell
🔗https://highliftfinancial.com/episode-108-esops-unpacked-a-smart-exit-strategy-for-business-owners-with-kelly-finnell/

Disclaimer:
All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.

High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

10/28/2026

Selling your business is a major milestone, but what happens after the sale is just as important as the transition itself.

Without a plan, it’s easy to focus on immediate rewards and overlook how to make your wealth last for decades, minimize taxes, and build a legacy for future generations.

A successful exit isn’t just about what you earn; it’s about how well you plan for what comes next.

▶️ Watch the complete episode of the Your Business, Your Life podcast
🔗https://highliftfinancial.com/episode-107-life-after-the-shop-answering-key-questions-from-the-northeast-conference/

Disclaimer:
All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategies discussed here.
High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

10/25/2026

Building a strong workforce starts with understanding the challenges businesses face and finding ways to prepare the next generation.

By sharing real-world experience and teaching the business side of an industry, educators can help students develop the skills and knowledge they need to succeed.

Investing in young talent today helps create a stronger workforce for tomorrow.

▶️ Watch the complete episode of Your Business, Your Life podcast with guest Stan Russell.
🔗https://highliftfinancial.com/episode-104-building-the-future-apprentice-programs-and-mentorship-in-collision-repair-with-stan-russell/

Disclaimer:
All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.

High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

10/24/2026

Every business owner plans for growth, but too few plan for the unexpected.

A strong business continuity plan protects your employees, your family, and everything you've spent years building.

Planning ahead gives you more options when they matter most.

▶️ Watch the complete episode of the Your Business, Your Life podcast with guest Mike Anderson
🔗https://highliftfinancial.com/episode-74-transform-your-business-become-extraordinary-with-mike-anderson/

Disclaimer:
All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given or intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategies discussed here.

High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

10/17/2026

Your business is more than just a business.

When you've built it from the ground up, handing it over to the next generation can come with a lot of emotion, fear, and uncertainty.

Having the right guidance can help you work through those emotions and create a transition plan that protects what you've worked so hard to build.

▶️ Watch the complete episode of Your Business, Your Life podcast
🔗https://highliftfinancial.com/episode-120-why-do-it-yourself-exit-plans-dont-work/

Disclaimer:
All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.

High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

10/16/2026

🎧▶️ Podcast Episode 137 – Women Shop Owners: Leadership, Resilience & Growth | Part 1 w/ Laura Gay & Micki Woods

What does it really take to lead, grow, and succeed as a woman in the collision repair industry?

In Part 1 of this 2-part conversation, Matt DiFrancesco and Hannah Chalker sit down with Laura Gay and Micki Woods for a candid conversation about ownership, resilience, being coachable, building strong teams, and recognizing the blind spots that can hold a business back.

Tune in for practical insights on leadership, growth, and the willingness to learn, adapt, and keep moving forward.

WATCH the full episode: https://highliftfinancial.com/episode-137-women-shop-owners-leadership-resilience-growth-part-1-w-laura-gay-micki-woods/

DISCLAIMER:
All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.

High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

10/10/2026

You wouldn’t ask a general contractor to handle every job in your house, so why treat your legal and financial planning the same way?

Business planning, tax planning, and estate planning all require different areas of expertise, so it’s important to work with professionals who truly understand what you need.

The right expert can help ensure your plan is properly built and aligned with your specific goals.

▶️ Watch the complete episode of Your Business, Your Life podcast
🔗https://highliftfinancial.com/episode-120-why-do-it-yourself-exit-plans-dont-work/

Disclaimer:
All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.

High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC. Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

Address

2150 Hillholm Street
Johnstown, PA
15905

Telephone

+18142015855

Website

http://highliftfinancial.com/

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