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.
It turns out Mom really did know best when she laid down essential truths to live by.
Layers of Protection
Take these five steps to protect your financial well-being before making any other changes.
How Women Make it Happen
Women in financial services are some of the most progressive women in the world.
Consolidating your assets onto one platform can reap multiple benefits.
Are you showing your paycheck the love it deserves?
Bonds may outperform stocks one year only to have stocks rebound the next.
What lessons can you learn from your family members, and what can they learn from you?
Here’s how you can distinguish the difference between healthy and unhealthy debt, and prevent debt from leading stress.
A letter of instruction provides additional and more personal information regarding your estate.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here’s a quick guide to checking to see if you have unclaimed money.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How does your ideal retirement differ from reality, and what can we do to better align the two?