Sometimes less isn’t more – Learn Why Having a TEAM of Advisors and Professionals is Beneficial

Jan 25, 2023 | Financial Planning, Services

Team/General Cornerstone Community

Jill Mollner, MBA, CFP®
Wealth Advisor, RJFS
Branch Operations Manager, CFS

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.

You’ve worked hard for your money. Our team of wealth advisors has a deep understanding of financial planning, allowing 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

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 your legacy. If you’re ready to begin living the life you’ve imagined contact us at 605-357-8553 or at cfsteam@mycfsgroup.com.