Broker Check
Your Financial World Financial Guidance Protect Your Life's Work

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.

Helpful Content

Is Your Financial House Haunted?

Is Your Financial House Haunted?

There is nothing to fear but fear itself, especially when it comes to personal finances.

Don't Buy The Hype

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

 

5 Smart Ways to Mindfully Manage Your Money

Applying the principle of self-care, of mindfulness, to your financial life can make a significant difference for the better—not just in how you handle your personal finances on a daily basis...

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Smart Wedding Registry Ideas

The start of marriage should be all love–not debt.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Is Your Financial House Haunted?

There is nothing to fear but fear itself, especially when it comes to personal finances.

7 Ways to Show Your Appreciation for Mom this May

For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.

View all articles arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

View all videos arrow