Partner Support from
Cornerstone Planning Group
We don’t just support you—we work for you.
This approach drives our commitment to helping you succeed every day.
Ashley Stanich
Advisor Support Specialist
Tyler Allen, CFP®
Planning & Investment Specialist
A Word From Your Support Team
We Provide Your Back Office Support So You Can Focus on Your Clients
In-house Portfolio Management
Transition Support
Our Transition team is dedicated to guiding you through every step of the transition process. From initial onboarding through the first 60 days post-resignation, we offer thorough support to ensure a smooth and successful move.
Administrative Support
We've assembled a team of administrative professionals dedicated to assisting with your back-office support, providing you the freedom and time to dedicate to your clients and building the practice of your dreams.
Technology
Our Technology Services and IT support are comprehensive and designed to keep your operations running smoothly. We offer a 24/7 helpdesk that manages and supports all your technology needs, delivering innovative solutions to keep your costs down. Our team also provides specialized assistance in data and telecommunications setup, office network infrastructure, email hosting, and negotiating technical contracts.
Compliance
Cornerstone’s Compliance Department is your go-to resource for navigating complex regulatory requirements. With a team of seasoned professionals, we provide the guidance you need on all compliance-related matters, ensuring you can focus on what you do best—serving your clients.
Practice Management & Growth Coaching
Our experienced coaches are here to help you manage your business efficiently and effectively and create the book of your dreams. We offer the expertise and resources to answer your practice management questions and guide you toward greater success.
Marketing Consulting
Our Marketing team provides comprehensive support for all your marketing needs. Whether you're looking to develop a new brand identity, design a website, manage social media, execute digital marketing campaigns, or handle public relations, we're here to help you every step of the way.
Portfolio Management
Our Portfolio Management team is committed to supporting your offering as an advisor. We offer customized plans, educational resources, software support, and expert guidance to help you expand your financial planning practice.
Succession Planning
We assist you in creating effective exit strategies. Our solutions ensure a smooth transition in the event of death, disability, or retirement, protecting the value of your business for your family.