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.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How to Jump-Start Your Financial Strategy for Retirement
Get on track to creating the retirement you want. Here are seven financial strategies to take now to help you.
Protect yourself against the damage that your homeowners policy doesn’t cover.
The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.
Losing a job is never easy, even under normal circumstances. Losing a job or needing to take extended time off of work due to mental illness, however, comes with its own unique set of pressures to navigate
Six out of 10 millennials regret buying a home because they weren’t prepared for the hidden costs.
The uncertainties we face in retirement can erode our sense of confidence.
A financial emergency can happen to anyone.
How federal estate taxes work, plus estate management documents and tactics.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
For women, retirement strategy is a long race. It’s helpful to know the route.
What does your home really cost?
Do you know how to set up your financial goals for success? This knight does.
Do you have causes that you want to support with donations?
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?