The Cornerstone team embraces a collaborative planning approach that is rarely seen in our industry. We maintain strong relationships with various professional partners in our community, working both with our clients’ current advisors, and connecting them with other services when needed.
WORKING TOGETHER FOR THE CLIENT
When we lean on the strengths of our professional partners, everyone benefits. Working in tandem, we help to validate and enhance our mutual clients’ plans with our robust assortment of financial planning tools. In turn, our partners often provide us valuable guidance necessary to properly fulfill our clients wishes.