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Individual Planning

You possess a unique set of circumstances, values, and goals that are emotional, not just monetary. Prescribing one-size-fits all advice, guesswork, and risk as the only option for reward has failed. We feel you deserve a better approach, one that:

  • Is tailored to your unique circumstances
  • Adheres to time-tested macro-economic principles
  • Employs strategies that often defy the conventions of today’s industry
  • Follows a data-driven planning process that avoids trends, fads, or “hot products”

Through the Consolidated Planning Process we help you develop an organized, flexible and truly balanced plan that ensures your money works for you regardless of when you need it.

As you move through this process, we will advise you on:

  • Budgeting
  • Risk Management, Asset Protection, and Liability Protection
  • Investment Planning and Management
  • Education/College Planning
  • Debt Management
  • Cash Flow Analysis
  • Retirement Distribution Strategies
  • Estate Planning*

*Consolidated Planning advisors and representatives do not provide specific tax or legal advice and this information should not be considered as such. You should consult your tax or legal advisor regarding your individual situation. Investment Planning and Management are offered through Park Avenue Securities.