Services for Individuals and Families
The Personal Planning Process is how we help you organize your financial world, protect your family, and ultimately sets you on a course towards achieving success as you define it. Our personal planning services emphasize financial strategies – not products. Together, we identify potential blind spots, align your resources with their highest and best use, monitor your progress, and build your vision for the 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.
Joe Pagani – Landing Page
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.