High Lift Financial, Aligning Family and Business for Generational Wealth

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High Lift Financial, Aligning Family and Business for Generational Wealth 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.

10/25/2026

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.

Every business owner plans for growth, but too few plan for the unexpected. A strong business continuity plan protects y...
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.

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

09/30/2026

Having a CPA is important, but are they simply preparing your taxes or helping you plan for the years ahead?

A tax preparer looks at what you owe today, while a tax planner looks at the next 5, 10, or even 20 years to help you make smarter decisions and potentially reduce your long-term tax burden.

As a business owner, it’s worth asking: Are you planning for taxes, or just preparing for them?

▶️ 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.

09/29/2026

A lot is changing in the collision industry, and shop owners need to be ready for it.

From upcoming legislation and new certifications to making sure every bay is being used efficiently, small changes can have a big impact on your bottom line.

The question is, are you looking ahead and making sure your shop is ready for what's coming?

▶️ Watch the complete episode of Your Business, Your Life podcast with guest John Voulgarakis
🔗https://highliftfinancial.com/episode-119-adas-calibrations-done-right-the-lightning-auto-service-approach-with-john-voulgarakis/



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.

09/25/2026

Section 1042 can make an ESOP transaction significantly more tax-efficient, but there’s an important requirement: the business must be a C corporation when the shares are sold to the ESOP.

The provision also gives qualifying sellers a 12-month window to reinvest the proceeds into qualified replacement property.

Understanding how this strategy works could open up another valuable option for business owners considering an ESOP.

▶️ 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.

🎧▶️Podcast Episode 136 – Women in Collision Repair: Leadership & Opportunities with Laura Kottschade & Kristle BollansWh...
09/25/2026

🎧▶️Podcast Episode 136 – Women in Collision Repair: Leadership & Opportunities with Laura Kottschade & Kristle Bollans

What does it take to lead and thrive as a woman in the collision repair industry?

In this episode, Laura Kottschade and Kristle Bollans share lessons on leadership, mentorship, planning ahead, and building a stronger future through the Women's Industry Network (WIN).

Tune in now and discover why community, opportunity, and different perspectives make the industry stronger.
WATCH the full episode: https://highliftfinancial.com/episode-136-women-in-collision-repair-leadership-opportunities-with-laura-kottschade-kristle-bollans/



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

The collision repair market is tough. So where are smart shop operators finding new opportunities? Matt is joining the p...
09/17/2026

The collision repair market is tough. So where are smart shop operators finding new opportunities?

Matt is joining the panel for The Industry Over a Pint: Alternative Revenue Sources for Body Shops, where industry leaders will share how they're adding revenue streams like glass, ceramic coatings, and more.

🍺 Friday, Sept. 18 | 4:00–5:30 PM
📍 SUNRISE
🎙️ Mike Anderson, Moderator
Real strategies. Real shop operators. One pint. Don't miss the conversation.

👉 Register here:
https://members.abat.us/events-list/Details/2026-texas-auto-body-trade-show-1676366?sourceTypeId=Website&utm_source=chatgpt.com

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Johnstown, PA
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