Exclusive Retirement Resources for Cornerstone Clients
Retirement is more than just financial planning— it’s about having the right support to enjoy a fulfilling and independent life. At Cornerstone, we provide exclusive retirement resources to help you navigate every stage with confidence. From healthcare coordination to fraud monitoring and legacy planning, these client-only benefits are designed to support your well-being and long-term goals.
EverSafe® Plus – Complimentary Membership
Stay ahead of financial fraud with 24/7 monitoring.
EverSafe® keeps a watchful eye on your bank and investment accounts, credit cards, and credit reports for any signs of suspicious activity. You and your designated contacts receive alerts so you can act quickly if needed. If an issue arises, EverSafe® provides personalized referrals and remediation assistance. Learn more.
Everplans – Complimentary Digital Archive
Organize, store, and share your essential information.
Everplans provides a secure digital space for your important documents, account details, passwords, end-of-life wishes, and more. The platform guides you step-by-step and allows you to share select information with trusted contacts while keeping other details private until needed.
To enroll: Email cfsteam@mycfsgroup.com with “Everplan” in the subject line.
ClearMatch – Personalized Medicare Guidance
Find the right Medicare plan with expert assistance
As a Cornerstone client, you have unlimited, complimentary access to a dedicated licensed ClearMatch agent. They’ll help you compare and evaluate Medicare plans to ensure you get the right coverage for your preferred doctors, providers, and prescriptions—at the best available cost.
Get started: Call 844-269-2646.
Broadspire Independent Care Management – Discounted Services
Support for aging or disabled loved ones
Caring for a loved one can be overwhelming. Broadspire offers personalized care plans, home modification recommendations, assistance with finding in-home caregivers, and help with locating long-term care facilities. They can also guide you through payment options and required paperwork.
Learn more: Email cfsteam@mycfsgroup.com
PinnacleCare – Healthcare Advisory Support
Navigate complex medical situations with confidence
If you’re facing a difficult diagnosis or a complex medical issue, PinnacleCare provides independent health advisory support. Their team can assist with finding top specialists, coordinating second opinions, and scheduling appointments. A holistic advising model is also available to support your broader healthcare needs. Pricing varies based on services.
Learn more: Email cfsteam@mycfsgroup.com
Resources for a Long and Lively Retirement
EverSafe, Everplans, ClearMatch. Broadspire, and Pinnaclecare are third-parties not affiliated and not endorsed by Cornerstone Financial Solutions or Raymond James. Content provided and maintained by any third-party web site is not owned or controlled by Cornerstone Financial Solutions or Raymond James. There is no form of a legal partnership, agency, affiliation, or similar relationship between any third-party listed above and Raymond James, or their affiliates or agents, nor is such a relationship created or implied.
Related CSP: 605313