6115 Park South Drive
Our goal is to give our clients as much clarity as possible. That is why we place our pricing directly on our website for individuals and families to see in advance. No surprises - just straightforward discussions.
We are here for you, not your wallet. Other firms often seek clients with large accounts. At Consolidated Planning, we are here to protect what’s in your pockets, regardless of how much it is.
Financial advice is more than telling clients what to do; it’s teaching them how to do it. We teach clients the concepts behind how and why we make our choices so that you can use your new knowledge to help nurture your financial future.
We are a firm dedicated to providing people with financial advice that is accessible and available to anyone.
Our planning process is designed to protect and prepare you for whatever life brings.
Our services are here to support anyone looking to generate long-lasting success in regards to their wealth.
Most often, one of two mistakes are made when it comes to money: those with a large sum of assets are not given the tools necessary to sustain it, or those with small sums believe they will never succeed. At Consolidated Planning, we are willing to work with anyone, regardless of their current wealth, or past financial standing.
We are here to connect people with advisors - not products. Bill McClanahan is one of our advisors offering subscription-based financial planning. This approach helps ensure that we do not operate as salesmen. Instead, we act as a trusted team that walk with you through the milestones you and your money encounter.
"Financial freedom is available to those who learn about it and work for it.
- Robert Kiyosaki
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