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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Here are 5 reason why you may consider working through retirement.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
There are hundreds of ETFs available. Should you invest in them?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn how to harness the power of compound interest for your investments.
Do you know these three personal finance sayings?
Smart investors take the time to separate emotion from fact.