Last year, Susan Veligor of Cornerstone Financial Planning predicted challenges around hiring and an increasingly competitive market.
Looking back now, she says, “Cornerstone had a perfectly fine year from a business perspective and added more clients. The market drop provided great tax planning opportunities for clients, and we were very busy trading in portfolios.”
In 2021, she says the boutique firm she runs with Jill Boynton anticipates continued growth and expects to keep busy: “While politics, the virus and massive unemployment make for uncertainty all over, the fact is that people need guidance with their money, their planning and their investments.”