Allison Schaberg

Allison Schaberg

President

 

Allison Schaberg has spent more than 25 years in the insurance and financial services industry. Owner and Managing Partner of Consolidated Planning Group, she operates an agency in Sugar Land, TX serving Texas & clients throughout the U.S.  Allison and her team are focused on helping their clients reach their financial goals and objectives through holistic and comprehensive financial planning.

Allison was humbled years ago when she first began philanthropic work with a charity that focused on children and their families with life threatening and disabling illnesses. Although she had been in the industry for some time and knew what the devastating effects of "failing to plan" were, she had never really seen them exposed so significantly before. Turns out, that experience was only priming Allison as a Special Needs Planning advocate and future in serving in the special needs community.

No stranger to special needs, Allison has navigated the rough waters of special needs in her own immediate family. Allison says that it's important that we all take the necessary steps to plan for our financial future as we could realistically spend more than 30 years in retirement. When it comes to special needs, the need for planning is drastically increased when you have a  family member that may need care for the rest of their life."

Through adequate savings and a solid financial plan, Allison saw first hand the difference insurance and proper planning made for her own family. For this and many other reasons, Allison is very passionate about the work she does. She believes wholeheartedly that we are making a difference in the lives of our clients, one client at a time!

Allison is married to her wonderful husband Jeff. They are proud of their four children who range in age from 16 to 30 They are active members at River Pointe Church. In her spare time she enjoys traveling, nature, scuba diving, and photography.

Visit my Website: consolidatedplanninggroup.com

E-mail: aschaberg@cpgcares.net

Allison Schaberg

19901 SW Freeway 

Sugar Land, TX 77479

Office 281-207-1290

Direct 713-360-9155

 

Securities and Advisory services offered through Triad Advisors, LLC. member FINRA/SIPC. Consolidated Planning Group and Triad Advisors are not affilaited.

Phone 281-207-1290
Fax 832-595-2257
Mobile Phone 713-360-9155