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.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What kind of auto insurance should you have? Do you know?
44% of small businesses are victims of cyber attacks. Here’s how to protect yours.
An increasing number have been developed to help individuals with their personal finances.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A quick history of the Federal Reserve and overview of what it does.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Three things to consider before dipping into retirement savings to pay for college.