Is Now Your Time?
Are you feeling restricted by the traditional brokerage model? You’re not alone. Many advisors are searching for a new way forward.
At Cornerstone Planning Group, we offer a unique opportunity to redefine your future and create the life you envision for yourself and your family.
With our comprehensive approach, you can enhance your earnings and increase the overall value of your practice while providing your clients with the exceptional service they deserve.
Our mission is to provide you with the infrastructure, expertise, and support needed to focus on what truly matters—delivering exceptional service to your clients.
Get to Know Cornerstone Planning Group
What is My New Payout?
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Take Control of Your Professional Journey
Preferred Business Model
Build the practice you've always envisioned with the flexibility to operate on your terms
Greater Income Potential
Increase your profitability through our support and the efficiencies of scale.
Personalized Strategies
Tailor solutions to meet the needs of each client, without the pressure to promote products.
Strengthen Meaningful Client Relationships
Tailor solutions to meet the needs of each client, without the pressure to promote products.
Build Equity as an Owner/Partner
Create long-term value and take ownership of your professional future.
Take Full Control of Your Professional Journey
Be are empowered to lead with passion, purpose, and the clarity needed to achieve your goals.
Meet Your Support Team
Continue to do what you do best, support your clients. We've assembled a team of focused professionals to support your backoffice needs.
A Word From Our Advisors
Michael Bozzone, ChFC®, CFP®
Anthony DePersio, CFP®
I had the chance to partner with Forbes to tell my story
