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629 Green Valley Road
Suite 202
Greensboro, NC 27408

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John Rosser, CLU®, RICP®, CExP™

(336) 230-0922

 
Inflation and Your Portfolio The Real Cost of a Vacation Home Should You Ever Retire? What Our Kids Can Teach us About Saving Money Ready for Retirement? Should You Tap Retirement Savings to Fund College?

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.

Helpful Content

Don’t Get Trapped by These Retirement Myths

Don’t Get Trapped by These Retirement Myths

Have you been making correct assumptions about financial planning for retirement? Here are some popular retirement myths.

Retirement Road Trip

Retirement Road Trip

Discover how to build a retirement plan that guarantees income no matter how long you live.

How Do You View Your Future?

How Do You View Your Future?

Learn how your personality influences your financial views.

 

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

As of Today, You’re Different.

Help others achieve life-long financial balance with just a desire to be something different.

Bank on Your Good Health

Chronic illness could interrupt your ability to earn a living. Tips on how to lower your risk and protect your lifestyle.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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