For many advisors, transitioning to independence is smoother when you have the backing of an established firm.
At Cornerstone Planning Group, you can truly experience independence while still enjoying the benefits of comprehensive support, lower startup costs, shared overhead, and other efficiencies. Drawing from the experiences of those who have already made the leap, we make your transition seamless and stress-free.
What Makes Cornerstone Planning Group Different?
Cornerstone Gives You The Freedom
Choose Your Business Model and Location
Shape your practice according to your vision and operate from wherever suits you best
Deliver Highly Personalized Strategies
Offer tailored solutions that truly meet your clients’ unique needs.
Enhance Profitability with Economies of Scale
Take advantage of shared resources and reduced costs to increase your bottom line.
Cultivate Deeper Client Relationships
Focus on building strong, meaningful connections with your clients, without outside pressures
Operate without Product Sales Pressure
Work in an environment free from the pressure to push products or meet sales targets.
Build Equity as an Owner/Partner
Invest in your own future and grow the value of your practice.
Collaborative Peer Network
A foundation of our success is the collaborative environment we’ve nurtured. As a partner-owned firm, our advisors are not only invested in their own success but also in the collective success of the firm and their peers. We’ve built a culture that encourages sharing, teamwork, and joint efforts, similar to a professional services firm. This collaboration allows our advisors to regularly exchange best practices, strategies, and even clients, leading to better outcomes for everyone involved.
A Proven Partnership
At Cornerstone, we are dedicated to helping our advisors navigate the complexities of today’s ever-changing financial landscape. As regulatory demands grow, technology becomes more sophisticated, and client expectations evolve, there’s no better time to partner with a firm that can help you not only survive but thrive in the years ahead.
