Office Location:
2626 Glenwood Ave
Suite 450
Raleigh, NC 27608-1043
Helping to protect and build prosperity for individuals, families, and businesses for the tomorrows they expect- and for those they don’t foresee. Simply put, financial confidence for all.
My commitment to you is threefold:
1.) To implement a protection foundation for life’s uncertainties.
2.) To create a strategy for the future economic stability you deserve.
3.) To provide extraordinary service.
This is achieved through a planning process that organizes your unique financial world, rendering clarity and confidence in the financial decisions you make.
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.
© 2024 Consolidated Planning. All rights reserved.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
2022-147105 Exp 12/24