Broker Check

Finding Your Fit

We invite you to discover and experience the power of our services. We are an independent, boutique-style firm located in the Houston area. Our advisors bring their diverse backgrounds, education, and experience to best serve our clients. We are a holistic financial planning firm that specializes in Special Needs Planning. 

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Consolidated Planning Group, Inc., is a privately owned insurance and financial service firm proudly providing for the needs of our customers across the United States. Through a holistic approach to planning, we deliver 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 a broad range of products and services specifically designed to help you develop and fulfill your plan for your family's future.

    

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