Meet John Rosser
John Rosser
Financial Advisor
Being a successful financial advisor and problem solver requires more than years of experience and a vast knowledge of economics; it also requires a sincere concern and respect for persons. John puts his clients first. He becomes...
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 help assure that your financial future is protected. We would very much like to help you with any questions that you may have or schedule an appointment to meet with you personally.
Words of Wisdom
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Welcome to the family!
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.