Whether your financial life needs some fine tuning or a major overhaul, our financial planning services provide greater peace of mind. Financial planning isn’t a one time event, it’s a constantly evolving process. We empower you to make educated financial decisions and that starts by knowing what to expect when you walk through our doors.
Consolidated Planning is a well-balanced firm that offers a wide variety of products and services including insurance, investment, and planning services. Our ability to work with clients in a variety of ways ensures we are always able to put their needs first.
From an advisor’s perspective, Consolidated Planning stands out from other firms thanks to a unique infrastructure of advisor support and a host of talented individuals united for a common purpose. Our humble beginnings go back to 1981 when four advisors developed and shared a philosophy about planning that put the client first, challenged conventional wisdom, and contrasted with the transactional nature of the industry.
Today, we have over 100 advisors in offices across the Carolinas and Georgia. As we’ve grown, we continue to work with clients through a comprehensive and consultative process.
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