Trezven Wright

Upcoming Events

Preparing for the Unknown: Understanding and Planning for the Costs of Long-term Care

September 29, 2020

4:00p - 5:00p

Rewarding and Retaining Key People

September 30, 2020

8:00a - 9:00a

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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 FMG Suite to provide information on a topic that may be of interest. FMG Suite is 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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Consolidated Planning is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY.

Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 4201 Congress Street, Ste. 295, Charlotte, NC 28209 800.532.2829. 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.

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2018-63718 Exp 7/20

Contact

Consolidated Planning, Inc.

Office: 704-552-8507

Fax: 704.554.6073

4201 Congress Street

Suite 295

Charlotte, NC 28209

info@cplanning.com

Trezven Wright

980-235-7850

twright@cplanning.com