Broker Check

Getting Started

We work with you to outline what's most important and offer services to craft a financial strategy around your needs. 

Learn more

Special Needs

For families who care for those with disabilities, we understand your unique concerns and we have solutions.

Learn more

Consulting

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.

Learn more

Past Webinars

Our YouTube channel features our informative Special Needs focused webinars. Check our EVENTS tab for upcoming webinars. 

Learn more

We're passionate about achieving your goals.

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.

Schedule a Consultation

4 Critical Social Security Facts

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.

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.



Thank you! Oops!