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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The 12 Steps to Living Confidently: Retire With Confidence
There are good ways to retire and bad ways to retire. Retire the right way by better understanding Social Security.
Why is Cash Flow so important to understand?
How much could you save now and in the long-term?
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.
Your healthcare coverage will change in retirement. Here are things you might do before your coverage switches.
These food myths will really put a drain on your wallet.
Simple steps may help you foil hackers and protect your privacy.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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 invested instead of buying more stuff?
How do the markets usually react to elections? Was the 2016 election any different?
Even low inflation rates can pose a threat to investment returns.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Make your retirement as exciting as your next vacation.
How does your ideal retirement differ from reality, and what can we do to better align the two?