Why We Are Different
When was the last time all your different advisors sat down at the same table and discussed what was in your best interest? At Consolidated Planning, we use a "Macro-Advisor" approach to help ensure all your advisors are working in unison to do what is best for you.
Learn MoreWhat We Do
We educate you about financial concepts and products so you can make properly informed decisions regarding your finances. Together, we then create and implement a custom strategy that not only overcomes obstacles you face, but also adjusts to your ever-changing financial world.
Learn MoreHow We Simplify
Becoming, and staying, financially organized isn't easy. However, maintaining a complete financial picture provides the ability to make better financial decisions. We'll provide you with a personalized, interactive, and secure webpage that contains a consolidated, up-to-date view of your financial world.
Learn MoreUnderstanding Today's Financial Environment
At Consolidated Planning, we help clients optimize their finances in order to achieve financial balance. We accomplish this by following a philosophy that eliminates the guesswork, challenges financial myths, and minimizes risk as the only option for reward. Conventional financial wisdom has failed. It’s time to stop thinking there are one-size-fits-all answers; and instead, prioritize and focus on tailored solutions that make the most of what you have.
Helpful Content
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Surprises
Making the most of surprises is a great reason to work with us.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.