Empowering You to Shape Your Future
At Cornerstone Planning Group, we are dedicated to understanding the unique goals of each of our advisors, so we can help you achieve your vision of success. This commitment begins the moment you join us and continues throughout your career, right up to the day you choose to transition your practice on your own terms.
When you're ready to expand, we'll guide you through every stage of acquiring another practice or book of business. And when the time comes to retire, we'll work with you to establish a robust succession plan that builds long-term value, ensuring you reap the rewards of your years of dedication and hard work.
Succession Consulting
Our expert succession consulting services are designed to help you craft effective exit strategies, identify potential buyers, and secure the necessary financing to ensure a smooth transition.
Valuing Your Practice
Discover the true value of your practice with our consultative services, specifically designed to meet the needs of financial professionals. Let us help you eliminate the guesswork from business valuation and provide you with a clear understanding of your practice’s worth.