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Sometimes Less Isn't More: Benefits of Working with a TEAM of Advisors and Professionals

Sometimes Less Isn't More: Benefits of Working with a TEAM of Advisors and Professionals

| January 20, 2023
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I’ve been in the financial planning industry for a little over 17 years and, when making the decision to join Cornerstone, one of the things that attracted me was the team-based wealth management versus a solo approach.

Team-based wealth advice offers many advantages over a solo-advisor approach. With a large team of professionals in place, we can say, “This is how we are going to take care of you,” so that you have comfort and reassurance even if someone you normally work with is out of the office.

Team-based wealth management means:

  • A broader scope of knowledge, expertise, and skills from multiple advisors and team members.
  • Confidence that our internal Investment Committee structure ensures your investments are managed, even if your primary advisor is out.
  • A simple and smooth transition when your primary financial advisors retires, thanks to a built-in succession plan and established systems. You won’t lose years of valuable planning to someone you don’t know.

We often say that “Helping you build a financial plan to achieve what’s truly possible is what we do – Empowering you to pursue greater dreams is who we are.”Having a large team in place allows us to do just that.

We know you’ve worked hard for your money and our team of wealth advisors have a deep understanding of financial planning which allows us to give you the highest quality of service there is.

While some advisors only offer basic investment planning, we cover all 5 areas of wealth management, so nothing falls through the cracks. Those 5 areas include:

  • Investment Management
  • Risk Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning Strategies

 In addition, we collaborate with your personal CPA and/or attorney so we can provide better holistic advice to you.

Because it’s important to review your wealth management plan and stay informed of issues that might affect you, we also work hard to proactively provide you with:

  • Regularly Scheduled Reviews
  • Weekly Market Updates via email
  • Quarterly Newsletters and Tax Reports
  • Educational Workshops
  • Small Group Events – because, sometimes, we just like to have fun!

 The services, education, and attention to what’s important to you are all possible because of the great team we have in place.

 We believe that you don’t have to settle for the status quo. When your life and wealth are built on a Cornerstone, you can pursue greater dreams and make the impact you’re truly capable of making – in your life, in the lives of those you love, and in the legacy you leave behind.

I always welcome the opportunity to help people make dreams come true. I’d love to visit with you. You can reach me at 605-357-8553 or email me at cfsteam@mycfsgroup.com.

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