Whether it’s business growth and exit planning, estate planning or retirement planning, it’s important to choose an adviser who is competent and fully understands your needs and values. More importantly, you want an adviser that listens and cares. As founder of Cornerstone Financial Group in 1987, and now owner and founder of CFG Legacy Planners, Mike has over 37 years of experience in advising and coaching business clients through many different financial situations. While each client and each situation is different, his training and life experience is the added value he brings to each case.
At CFG Legacy Planners, Mike provides business owners with strategies for growing their business and increasing its enterprise value. He also offers succession planning for our business owner clients to help ensure a more successful transition out of their business when they are ready.
He received his Chartered Financial Consultant designation (ChFC) through the American College in Bryn Maur, PA. He is a Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute and a Certified Value Builder (CVB) through the Value Builder System TM.
Mike believes in community service and giving back to the areas where he lives and works. His memberships and community activities have included:
- Trustee, Iowa 4-H Foundation
- Trustee/Past President, Union County Development Association
- Past Treasurer, Union County Development Association
- Leadership Iowa Class of 2010-2011 Member
- Past President, St. Malachy Foundation
- Past President, Holy Spirit Board of Education
- Past President, Creston Rotary Club
- Past President, Creston (IA) Activities Booster Club
- Board member, Southern Prairie YMCA
- Former Member, Des Moines (IA) Estate Planners
Mike is an Investment Advisor Representative (IAR) and Registered Representative of Silver Oak Securities, Inc., member FINRA/SIPC. CFG Legacy Planners, Cornerstone Financial Group and Silver Oak Securities Inc. are separate entities.
Would you like to set an appointment with Mike? Click HERE.