About Us
We are a firm dedicated to providing people with financial advice that is accessible and available to anyone.
Our Process
Our planning process is designed to protect and prepare you for whatever life brings.
Our Services
Our services are here to support anyone looking to generate long-lasting success in regards to their wealth.
A Good Income Does Not Guarantee A Great Outcome
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.
Subscription Based
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.