Ask Yourself…
Does your current firm have product sale requirements that conflicts with the way you feel your clients need to be served?
Are you frustrated with your firms’ strict limitations around services you can provide and technology you can use to help your clients and scale your practice?
Do you have a vision of how your practice should look like but it would be impossible to build that out in your current state?
If you answered yes to any of these questions, the independent structure may be a good fit for you.
I suffered from all three of these issues, and solved them all by creating an independent RIA built specifically to serve our clients best interest.
We have helped emancipate dozens of advisors from firms that were holding them back, and now they are building the practice of their dreams!
Our Culture
Please take some time to watch the interview with Coach Joe Lukas about the culture at Cornerstone Planning Group.
“Partnering with CSPG was by far the best thing we did for our clients and firm’s future. It’s not until you are on the other side of independence do you realize that you’ve been playing a financial planner’s version of tee-ball in working for a product manufacturer. CSPG’s thoughtfully engineered platform and capabilities is the major leagues and has given us a competitive advantage as a fiduciary financial planning/wealth management organization. Finally, a place that encourages client-centricity instead of sales.”
– From Strata Capital, Dave D’Albero –
“Since joining Cornerstone Planning Group, my team and I have been able to niche our business and focus on fee-based planning and consulting for business owners. We now have the flexibility to run our practice the way we want. Having the back-office support of Cornerstone, and the other advisors, has been helpful. Business coaching and mentorship are two of the key reason that I decided to join Cornerstone, and have been impactful for my team and I. With Cornerstone’s help, we are building and scaling a practice that we are proud of, and would have been impossible at my previous captive agency.”
– From Southern Capital, Taylor Hodges –
“I spent over a year talking to multiple firms and what stood out at Cornerstone Planning Group was clients’ need above all else. To do that, we must be in an environment, not to do what is suitable but what is the best for the client. You take that and combine it with leadership that understands advisor needs and you have a winning combination to grow your practice in the way that best fits your life. Leaving from a career agency was a hard decision and I haven’t looked back.”
– From Angle + Fifth, Barjes Angulo –
Think You are a Good Fit?
Click on the link below to set up a time to discuss if the independent channel is right for you.