Our Firm

Who We Are

Welcome to Consolidated Planning Group Inc. where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

Consolidated Planning Group, Inc. is a privately owned insurance and financial service firm proudly serving the needs of our customers across the United States. Through a holistic approach to planning, our firm delivers real strategies to the most complex situations faced by families, professionals, and business owners. We are a proud provider in the Special Needs Planning community. We offer, both consulting services along with a broad range of products and services specifically designed to help you develop and fulfill your plan for your future and your loved ones.

We know you've worked hard and done your best to save and plan for the future. We can help you strategize even further to reach your financial goals so you can retire with confidence. We want to hear your story and partner with you to create a customized plan just for you.

Let us help you develop a plan for your financial future!

 

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Individual Health Insurance

Individual Dental Insurance

Term Life Insurance

 

Our Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

As advocates for you and your financial future we can assist you in taking the next step.

Our Qualifications

With more than 25 years in practice we have the experience to create a solid strategy unique to you.

Our agents are experienced, hold various professional designations, and are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our experience to help you pursue your financial goals.