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.
You might be feeling lost when it comes to the "alphabet soup" of Special Needs benefits and resources. Whether your loved one has an IEP or if you are waiting for your ARD meeting, if you have an ABLE or an SNT, need to get your CLASS or HCS waivers, or don't know the difference between SSI, SSDI, RSDI or CDB, we can help!
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.
Join our mailing list and get news and info to support your financial goals.