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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.

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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. 

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Get to Know
Cornerstone Planning Group

What is My New Payout?

Click the button below to find your approximate new payout.

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Take Control of Your Professional Journey

Preferred Business Model 

Greater Income Potential

Highly Personalized Strategies

Build the practice you've always envisioned with the flexibility to operate on your terms.

Increase your profitability through our support and the efficiencies of scale.

Tailor solutions to meet the needs of each client, without the pressure to promote products.

Strengthen Meaningful Client Relationships

Build Equity as an Owner/Partner

Take Full Control of Your Professional Journey

Strengthen the connections with your clients, focusing on their needs without external pressures.

Create long-term value and take ownership of your professional future.

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.

Our Locations

Michael Bozzone, ChFC®, CFP®

Anthony DePersio, CFP®

A Word From Our Advisors
I had the chance to partner with Forbes to tell my story
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STAY IN THE KNOW

Address

350 Passaic Ave, Suite 201
Fairfield, NJ 07004

Email

Phone

973-487-3220

Let's Talk

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Advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

© 2035 by Cornerstone Planning Group LLC

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