We Help Find The Strategies
Individuals to corporations seek strategies to help them manage the wide range of risks and exposures encountered in today’s business environment.
Developing and maintaining long-term strategies has long been the core of Consolidated Planning’s practice. Our organization is comprised of trusted representatives who persistently educate themselves on how to help their clients manage their personal and employee benefit plans.
Our company is based on the principle that education and understanding of current financial situations is vital to successfully making prudent decisions concerning our client’s future financial conditions. Your overall financial success is our first priority. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We can help you appraise your current financial situation and work with you to assure that your financial future is secure. We would very much like to help you with any questions that you may have or schedule an appointment to meet with you personally.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Redefining Retirement Planning
Millennials are redefining retirement planning.
Discover why we need to plan the future for future generations today.
What can the rest of us learn from millennials’ desire to embrace all of life in the moment?
A four-step framework for building a personal legacy.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
It takes a plan to be successful when you head into the wilderness. Your finances are no different.
Whole Life insurance can add to your retirement income and allow you to live confidently.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are hundreds of ETFs available. Should you invest in them?
For women, retirement strategy is a long race. It’s helpful to know the route.
All about how missing the best market days (or the worst!) might affect your portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?