One Strategy For You
Whether you’re a physical therapist, nurse, or dental hygienist, a customized consultative approach positions your needs as the highest priority to plan for the future you desire.
One Place To Organize
Your financial world–investments, retirement planning, income protection, wealth planning–all in one place.
One Trusted Advisor
Your profession, industry, and business demands expert counsel that is customized, integrated, and tailored to meet your specific needs.
As a Jack of All Trades, I have been in many leadership roles during my career. As a financial advisor, this is the most fulfilling and genuine work I have ever done. Just as I was guided as a young parent, I want to help others make the best of their hard-earned money.
– Joe Pagani
Your Personal Planning Process
A transformative approach to organizing your financial world, safeguarding your family, and paving the way to your unique definition of success. Our specialized personal planning services prioritize comprehensive financial strategies, not mere products. Collaboratively, we uncover hidden blind spots, optimize your resources, track your progress, and shape a compelling vision for your future.
Become a World Class Saver
Find lost dollars and uncover opportunities for additional savings while building the habits and strategies necessary to make sustainable long term change.
Get Financially Organized
Take control of your finances with a hassle free process to get financially organized so you know where you stand today and what path you’re on for the future.
Maximize My Retirement Income
Optimize your retirement income with a coordinated plan that is focused on sustainable cash flow while seeking to minimize both risk and taxes.
Reduce Taxes With Qualified Plans
Optimize your current and future tax planning with coordinated qualified plan design, implementation, and service.
Prioritize Your Financial Well-Being
Schedule A Call
Let’s talk about where you are and where you want to be. We’ll define what you want and don’t want out of life to best organize your financial world.
Step Into Action
Acknowledge and build a strong relationship with your finances to unlock a world of possibilities for your future.
Feel Confident
Educating and guiding you throughout the process, so you feel confident to implement financial practices that align with your own values, your family’s needs, and your long-term goals
Joe Pagani at CP
6115 Park S Dr
Suite 200
Charlotte, NC 28210
Joe is a graduate of NC State University where he studied Business Management, Economics, and Finance. He has spent most of his adult life in Charlotte, where he raises his two sons, Rocco and Luca. His extensive experience in leadership roles in a wide variety of businesses gives him a broad understanding of today’s financial challenges and opportunities.
As an entrepreneur, he spent 20 years starting, growing and selling successful ventures in the retail, legal, and hospitality industries. His last role was as the CEO of a national sports apparel manufacturer.
As a long time client of Consolidated Planning, Joe has a unique perspective on the positive impact a sound financial plan can have on a family. He has experienced first-hand how to keep one’s financial future on track in the face of life’s many twists and turns.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of the Guardian Life Insurance Company of America® (Guardian), New York, NY.