19901 Southwest Freeway
You might be feeling lost when it comes to the "alphabet soup" of Special Needs benefits and resources. Whether your loved one is on an IEP or if you're waiting for your ARD meeting, if you have an ABLE or an SNT, need to get your CLASS or HCS waivers, or don't know the difference between SSI, SSDI, and RDSI, we can help!
Consolidated Planning Group is a full service financial planning firm that specializes in holistic financial planning for Families with Special Needs. Our firm delivers real strategies to the most complex situations. We are proud to specialize in addressing the ongoing care and planning concerns for families with loved ones who have Special Needs.
We help families just like yours implement long-term strategies for their loved ones and navigate the complex maze surrounding special needs benefits, resources, and planning.
We help answer questions like:
Our team is ready to answer your questions and guide you toward a confident plan for the future. The owner of Consolidated Planning Group, Allison Schaberg, has spent more than 30 years in the insurance and financial services industry. A seasoned financial planning professional but more importantly, a mother of two special needs children, Allison and our entire team are experts at navigating the complex landscape of Special Needs Planning. Consolidated Planning Group operates in the greater Houston area and serves clients all over the United States. We look forward to sitting down with you for a free personalized initial consultation.