Broker Check


In the financial service industry, it is typical for firms to have a narrow focus. That means isolating one problem and creating a client/advisor relationship that is transactional by nature and focused on selling financial products - not financial plans. At Consolidated Planning, our goal is to do things differently by offering services which are:

  • Comprehensive

    • Looking at the big picture and preparing clients for any mishaps or milestones that might arise.
  • Consultative

    • Forming meaningful, long-term relationships with clients by building trust, not transactions.
  • Compassionate

    • Focusing on providing clients with a clear and concise process to follow, not single-use products.

Through this process, we strive to achieve the following:

  • Set real goals
  • Developing a plan to accomplish those goals
  • Protecting those goals for dangers in the future that are unknown

Services - Subscription-Based Financial Planning

  • Protection analysis - We review the following:

      • Auto Insurance
      • Homeowners insurance
      • Umbrella insurance
      • Articles insurance
      • Personal Long Term Disability
      • Group Long Term Disability
      • Long-Term Care
      • Health Insurance
      • Wills
      • Trusts
      • Living Will
      • Durable Power of Attorney
      • Health Care Power of Attorney
      • Personal Life Insurance
      • Group Life Insurance

  • Managing Cash Flow - We make sure your hard-earned money is being put to the highest and best use while also teaching clients how to become world-class savers.

      • Banking accounts
      • Brokerage accounts
      • Annuities
      • Retirement accounts
      • Pension plans
      • Real estate
      • Mortgages
      • Student/Auto/CC debt
      • Tax returns
      • Monthly cash flow summary
      • Social security
      • Employee benefits

Our Pricing:

Investment Advisory Fees

Assets Under ManagementFee
$10,000 - $250,0000.75%
$250,001 - $500,0000.72%
$500,001 - $1,000,0000.69%
$1,000,001 - $2,000,0000.66%
$2,000,001 - $3,000,0000.63%
$3 Million +0.60%

Financial Planning Fees

Year 11% on HH income ($1200 minimum)
Year 2Updated to match income as complexity allows

**Services are subject to change upon cancellation of Financial Planning Engagement**