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.
What Does That Mean? IDK
Financial acronyms you should know.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Improving your financial life doesn’t have to be tedious and time-consuming. These easy actions can lead to improvements in a
How long does a $20 bill last?
An increasing number have been developed to help individuals with their personal finances.
Understanding how capital gains are taxed may help you refine your investment strategies.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Tips to avoid checking in luggage on your next vacation.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Do you know these three personal finance sayings?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What are your options for investing in emerging markets?
It's easy to let investments accumulate like old receipts in a junk drawer.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.