Consolidated Planning Group Testimonials

YOU are why we do what we do.

Learn how families across the United States have partnered with Consolidated Planning Group to build a legacy of love and financial security for their children with disabilities.

"We feel confident..."

We decided to work with Consolidated planning group because we have a 4year old on the autism spectrum. Although we hope that she will be independent in the future and she will be able to work and live by herself, we are not 100% sure that it will happen so we wanted to plan as much as we can ahead of time.

We worked with Michelle and Andrew and they have been nothing but patient and professional with us. They worked with us to help us make the best decisions within our means and they are always willing to answer questions and help us whenever we have doubts.

They created an amazing plan for us and we feel confident that we have taken all the necessary steps to secure the best possible future for our daughter. We could have never done it without Michelle and Andrew's help. We really do appreciate them and the whole team.

I cannot express how good it feels to go to bed at night knowing that I have a plan in place and that I am doing everything possible to make my daughter's future the best it can be.

"I absolutely loved our chat and I appreciate the genuine care and attention you showed me, it's what I needed. I also want to give you guys props for what you do for families and stress how incredibly helpful the youtube videos are!

Special education departments in the school districts really need to be introducing you guys to families as soon as their child enrolls with them and not waiting until high school. All through my son's journey (and mind you his school district has been amazing to us since [he] enrolled at age 3!) I have only been told "don't worry about that stuff now, we'll go over it junior year" or "we'll talk about that later" and as a parent, you just kind of trust that when that's been your only source on the subject matter. I'm really consuming your videos in the hope that I can share with my son's school and others I know. What you are doing is extremely helpful and needs to be shared!

I am going to review the below [planning packages] and get back to you on which I'd like to move forward with, we're definitely going to do this!"

Educational Webinars

"We so really appreciate your presentations and webinars. We appreciate all the time y'all put in! In rush of caregiver's life, these recordings and PowerPoints help greatly."

"Hello! I live in Indiana and found you while seeking info about planning for my two special needs children. You guys are by far the most informative source I have found and I cannot thank you enough for the meat and bones of the info, it's helping connect the dots."

Validation

"We worked with CPG to help us validate our special needs financial planning, and we benefitted from the both the (1) thorough review process, and (2) many of the resources that were made available to us as part of the process (especially as it pertains to SSI). While we were further along in our planning journey, we appreciated the fresh ideas, as well as confirmation of what we'd already had in place."

Gain Clarity

It was a pleasure working with Consolidated Planning Group (CPG) on the special needs plan for our son. Their expertise and clear communication made a complex process easy to understand. They helped me feel confident and secure about ours and our son's financial future by building a solid, long-term strategy tailored to our goal of living comfortably in retirement and providing our son secure financial future I highly recommend CPG for anyone seeking trustworthy and knowledgeable special needs planning advice.

The session was very informative and all my questions were answered. Also, I want you to know that I share your you tube videos with parents all the time and I find them, as a professional in the disability community, to be so helpful too! -- The ARC of San Antonio

I am so impressed with CPG. They are the only organization helping our families with the commonly asked question of "what happens to my child after I'm gone... who takes care of them and how will it work?" CPG can help you tackle that difficult question.

"I want to say THANK YOU for providing and hosting these fabulous webinars. I think I have been a part of nearly 10 or maybe more. They are extremely valuable and parents like me appreciate them so much!"

"My family and I are so grateful to Consolidated Planning Group! They have opened our eyes to so many important details regarding special needs planning. Your company is brilliant."

"CPG offers so many wonderful webinars for families. I just want to say job well done to your team."

"We want to let you know how grateful we are for your support and advice. We feel that although we can't implement everything right away, we made the right choices and we started in the right direction."

"Allison and her team have an extensive database of information about life expectations when living with a disability. Their expertise, webinars, newsletters, and guests speakers are invaluable. I am thankful for the opportunity to share my expertise on their platform. I highly recommend their services."

"If planning for a special needs family is on your radar, Consolidated Planning should be too. They offer expert advice on a wide array of planning. Check out their website and YouTube channel."

Non-compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.

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