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.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How to Jump-Start Your Financial Strategy for Retirement
Get on track to creating the retirement you want. Here are seven financial strategies to take now to help you.
Here are six flags that may make your tax return prime for an IRS audit.
For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.
A reassurance that you can live life to its fullest, knowing your family will be financially protected when you pass away.
A change in your mindset during retirement may drive changes to your portfolio.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The unpredictability of life can sometimes leave us feeling overwhelmed with grief. For some, that may be a monetary change brought about by the loss of a job or significant financial setback. While others may...
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Make your retirement as exciting as your next vacation.
That big list of dreams and goals isn't the only way to look at your bucket list.