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629 Green Valley Road
Suite 202
Greensboro, NC 27408

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John Rosser, CLU®, RICP®, CExP™

(336) 230-0922

 
Inflation and Your Portfolio Should You Ever Retire? What Our Kids Can Teach us About Saving Money Should You Tap Retirement Savings to Fund College?

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.

Helpful Content

Take the Stage: Starting Out

Take the Stage: Starting Out

Start planning for their financial futures by following a few helpful guidelines.

The Big Little Things: 5 Easy Ways to Protect Your Money

The Big Little Things: 5 Easy Ways to Protect Your Money

Put measures in place to help you replace a portion of your income if the unexpected happens.

Essential Steps to Avoid and Recover From Identity Theft

Essential Steps to Avoid and Recover From Identity Theft

Identity theft is becoming more common every day. Here’s what to do if it happens to you.

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Retirement Planning With Your Special Needs Child in Mind

Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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