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 More
What 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 More
How 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 More
Understanding 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.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Ask a Financial Professional: Couples & Money
If it were easy to talk about money, everyone would do it. But in reality, conversations about finances are tough for...
Commitment and Money Conversations
Talking about money isn’t as scary as it seems.
Even if you’re young and single, you should still consider protecting yourself.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Bean-bag chairs, foosball tables, pizza Fridays, and work-where-you-want schedules became the business norm over the past...
Recently 117 year old Emma Morano, the oldest person in the world, passed away. She attributed her longevity to eating raw...
Don’t overlook the need for renter’s insurance if you rent your home.
What do golf and personal finances have in common? A lot of things, but the key is confidence.
How federal estate taxes work, plus estate management documents and tactics.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Do you know how to set up your financial goals for success? This knight does.
Do you have causes that you want to support with donations?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What does your home really cost?
That big list of dreams and goals isn't the only way to look at your bucket list.