Sugar Land Office
19901 Southwest Freeway
A Holistic Approach
Consolidated Planning Group is a holistic, independent financial planning firm that provides advice, analysis, education, and financial planning services for families with special needs loved ones. We are proud to serve the Special Needs community.
When Special Care Is Needed: The Special Needs Trust
As a financial planning team with over 30 years of experience, Consolidated Planning Group has helped many families and businesses successfully plan for their lifelong needs. Our team is ready to answer your questions about planning for your future concerns, your initial consultation is complimentary and confidential.
We work with you to outline what's most important and offer services to craft a financial strategy around your needs.
For families who care for those with disabilities, we understand your unique concerns and we have solutions.
Financial wellness means being prepared for the unknowns in life and looking forward with confidence. We work as a team to help you reach your goals.
Our YouTube channel features our informative Special Needs focused webinars. Check our EVENTS tab for upcoming webinars.
Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about important Social Security facts and what you should know as an investor.
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