About CP
HISTORY
Rick Dobson serves as the Chairman Emeritus of Consolidated Planning, Inc. When he founded Consolidated Planning on August 20th, 1981, he had a vision of providing a financial services resource to baby boomers whom he thought did not want to spend time maintaining relationships with four or five entities. In his own words, "They are looking to develop only one or two relationships, freeing up their time for their businesses and families. Service and consolidation are key – the very approach we’ve developed."