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About Us. Our Team. Our Services. Our Approach.
 

Individual Planning Process

Our experienced professionals have helped many people just like you pursue their financial objectives.

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Business & Exit Planning Process

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our Professionals

Our team approach offers a range of services to provide more benefits to our clients.

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About Consolidated Planning

We've been a leader in the strategic planning space since 1981, developing a number of specialized planning processes that put client and strategy first, and products second. That decades long journey has taught us many lessons that our advisors now bring to bear for the benefit of our clients.

A Track Record of Success - Founded with 4 advisors in 1981, CP has now grown to over 110 advisors in over 12 locations managing over $1.4 Billion in Assets and over $6.5 Billion in Insurance Protection.

Strategy Before Product -The financial services industry is increasingly commoditized and products are obtainable anywhere. We provide real value to our clients by being process-first and delivering a financial strategy that is built by financial products, not the other way around. 

Size Fosters Innovation - As one of the largest planning firms in the Southeast, our clients have benefited from the fact our team-based approach fosters incredible innovation and creativity when it comes to solving complex planning problems. Having sheer numbers of so many capable advisors working in concert has also fostered this innovation - because of  our scale we've had a great number of minds collaborating rather than working in silos.

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Helpful Content

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Insurance Planning Following Divorce

Insurance Planning Following Divorce

If you are recently divorced, take steps to ensure that you are properly protected.