Broker Check

Consolidated Planning, Inc.

Consolidated Planning, Inc. has been a leader in comprehensive financial services for over 33 years. Unlike many other so-called financial services providers, we employ strategies that often defy the conventions of today’s industry. Avoiding trends, fads, and “hot products,” our associates adhere to time-tested macro-economic principles. Our primary focus is always to help our clients achieve their financial goals regardless of the uncertain circumstances along the way. This requires a diligent work ethic, a desire to truly serve others and a dedication to total comprehensive planning.

Consolidated Planning has been voted best place to work for 2012 and 2014 by the Charlotte Business Journal.