Being a successful financial advisor and problem solver requires more than years of experience and a vast knowledge of economics; it also requires a sincere concern and respect for persons. John puts his clients first. Individuals to corporations seek strategies to help them manage the wide range of risks and exposures encountered in today's business environment.
Developing and maintaining long-term strategies has long been the core of Consolidated Planning's practice. Our organization is comprised of trusted representatives who persistently educate themselves on how to help their clients manage their personal and employee benefit plans.
Developing and maintaining long-term strategies has long been the core of Consolidated Planning's practice. Our organization is comprised of trusted representatives who persistently educate themselves on how to help their clients manage their personal and employee benefit plans.
Services
Our team consists of experienced professionals with a "hands on" approach to insurance coverage and investment planning guidance. Not only will you find our team members knowledgeable, but you will also discover that we truly care for you.
As your Financial Specialists, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.Being a successful financial advisor and problem solver requires more than years of experience and a vast knowledge of economics; it also requires a sincere concern and respect for persons.
As your Financial Specialists, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.Being a successful financial advisor and problem solver requires more than years of experience and a vast knowledge of economics; it also requires a sincere concern and respect for persons.
Consolidated Planning, Inc. has been a leader in comprehensive financial services for over 33 years. Unlike many other so-called financial services providers, we employ strategies that often defy the conventions of today's industry. Our primary focus is always to help our clients achieve their financial goals regardless of the uncertain circumstances along the way.
We take our commitment to our clients very seriously. That's why we've chosen to affiliate ourselves with Guardian (The Guardian Life Insurance Company of America). Every day, Guardian makes the lives of 27 million Americans more secure through its insurance and wealth management products and services.
People work hard to make the most of their income and create momentum with their money - amidst a lot of financial clutter, and often without the benefit of a clear-cut financial strategy. So, what if life doesn't go as planned? What if you don't save as much as you thought you would? Or your investments don't produce as had hoped?
The future always calls your bluff. If you don't take the necessary steps to create the cash flow needed for retirement, the default is devastation. The financial planning industry has traditionally focused only on accumulation planning creating a lack of specialty in distribution planning. At Consolidated Planning, we have specialized in intelligent Distribution Planning for over a quarter century.
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