Consolidated Planning

Our Vision

Consolidated Planning believes in empowering individuals and businesses to achieve lasting financial security through personalized financial planning. We value open communication, transparency, and collaboration to create sustainable wealth management solutions that align with each client's unique goals and dreams.

Who We Are

Our experienced team of financial professionals is dedicated to providing comprehensive wealth management services that address the diverse needs of our clients. We work collaboratively to stay updated on the ever-changing financial landscape, ensuring that our clients receive the most relevant and tailored guidance.

Our Approach

We take a holistic approach to financial planning, considering every facet of your financial life. We start by understanding your individual circumstances, dreams, and risk tolerance to create a personalized plan that tackles your specific financial goals.

1. Wealth Management

• Comprehensive financial planning
• Investment management
• Retirement planning
• Estate planning
• Insurance planning

2. Business Planning

• Consolidated planning for businesses
• Risk management consulting
• Business continuity planning
• Employee benefit planning

3. Retirement Planning

• Comprehensive retirement analysis
• Contribution optimization strategies
• Pension planning
• Roth vs. Traditional IRA analysis

4. Investment Services

• Personalized investment portfolio construction
• Performance monitoring and review
• Ongoing communication and reporting

5. Tax Planning

• Tax optimization strategies
• Capital gains planning
• Estate tax planning
• Retirement distributions planning

Our Values

At Consolidated Planning, we stand by these core values:

• Integrity: We adhere to the highest ethical standards and act with transparency in all our dealings.
• Client-centeredness: We prioritize your needs and goals, and tailor our services to your individual circumstances.
• Transparency: We provide clear and concise explanations of your financial plan and the potential risks and rewards associated.
• Growth mindset: We embrace challenges and continuously learn and grow to provide you with the best possible service.

Partnering with Consolidated Planning means

• Experienced and personalized guidance from a dedicated team
• Comprehensive and customized financial plans
• Ongoing communication and support
• Access to valuable financial resources and tools
• A trusted partner who genuinely cares about your financial success and well-being