Allison Schaberg has spent more than 30 years in the insurance and financial services industry. Allison is
the Owner and Managing Partner of Consolidated Planning Group (CPG), a holistic financial planning
firm specializing in advisory and consulting services for Special Needs families. CPG is domiciled in Texas
and serves clients throughout the U.S.
Consolidated Planning Group provides tailored financial plans, future care cost estimates, and social
security analysis. CPG helps families maintain eligibility for state and federally funded programs and
answers questions like “How much do I need to fund the Special Needs Trust?” and “Who will care for
my child after I am gone?” Families depend on CPG to provide the necessary guidance required to help
their family make critical decisions impacting them now and into the next generation.
CPG educates families through our educational webinars found on our YouTube channel to give families
the knowledge, tools, and resources that they need to be successful when advocating for their loved
No stranger to special needs, Allison has navigated the rough waters of special needs in her own
immediate family. This is one of the many reasons she is so passionate about serving the Special Needs
community throughout her profession!
Allison is nationally certified as a Social Security Advisor, a member of the Special Needs Planning Academy, 2021 Alum of Texas Partners in Policymaking, and holds Series 7, 63, 65, 6, 24, 26, Life, Accident, and Health licenses.
Allison and her husband, Jeff, are proud of their four children who range in age from 20 to 35. In her
spare time, she enjoys traveling, nature, scuba diving, and photography.