Concord, North Carolina
About Our Concord Office
When you walk through our doors, you can stop wondering if you’re doing it right. At Consolidated Planning, we help you make smart, informed decisions—whether you’re planning for your business, your family, or your future. Because financial confidence isn’t a luxury. It’s a process—and it starts here.
Services We Offer at Our Concord Office
We offer both business and individual financial services, so you can get the help and support you need to create a stronger, brighter future. Whether you are looking to develop an existing business, exit a company, handle savings or investment planning we can help.
Create a plan to sell your business to a third party buyer and understand the implications of this path from a financial, business risk, and cash flow perspective.
Create a plan to sell your business to a child, family member, or key employee and understand the implications of this path from a financial, business risk, and cash flow perspective.
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.
Optimize your retirement income with a coordinated plan that is focused on sustainable cash flow while seeking to minimize both risk and taxes.
Subscribe to an ongoing advisory relationship and receive regular guidance focused on your goals, progress, and gain financial clarity.
Find lost dollars and uncover opportunities for additional savings while building the habits and strategies necessary to make sustainable long term change.
Develop and implement strategies to help you attract and retain your best employees while mitigating risk and building your company’s balance sheet.
Optimize your current and future tax planning with coordinated qualified plan design, implementation, and service.
Advisors at Our Concord Office
Our team offers practical support across business and personal finances—whether you’re setting your sights on growth, preparing to step away, or simply getting things in order. Whatever the need, we bring structure to what’s next.
