Services

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