Your role, our role.
You own the client relationship. Always. Cornerstone works behind you and beside you, designing the plan, running the numbers, handling administration and compliance, and arming you with clear explanations you can deliver with confidence. When your client has a technical question you’d rather not field alone, we join the call. You stay the expert in the room; we make sure the expertise holds up.
What you can expect. Every time.
Answered in two rings.
By a person who can resolve the issue, not route it.
A dedicated Advisor Concierge.
One contact who knows all your plans.
Direct access to decision makers.
Including our founder, when it matters.
Accurate numbers, on time.
Proposals and scenarios you can put in front of a client without double-checking.
We work in your format.
Proposals, census data, and reporting adapted to your platforms (17 and counting), not forced through our portal.
Proactive annual plan reviews.
Every plan re-examined yearly so the design keeps pace with the client’s business.
ONE-WAY REFERRALS
One thing we won’t promise: referrals back.
Some TPAs dangle reciprocal referrals to win advisor business. We don’t, and we’d rather tell you now. Cornerstone receives referrals from many advisors, and sending business selectively would put a thumb on the scale against the rest. What we offer instead is simpler: we make you so valuable to your clients that your book grows on its own. The most experienced advisors we work with tell us they respect the honesty. We think you will too.
A strong fit if…
- You serve business owners, executives, or high-net-worth clients, or want to.
- Your clients are profitable companies, roughly 10 to 100 employees, with high-income owners.
- You’re actively growing your retirement-plan business, or protecting a book you’ve built.
- You value a relationship with experts over another portal login.
Probably not a fit if…
- You need rock-bottom pricing over design quality and service.
- Your plans are simple, small, and fully commoditized. A low-cost national platform may genuinely serve you better, and we’ll say so.