Consolidated Planning was born out of frustration with the financial planning industry and its failure to deliver real solutions. We implement a protection first philosophy that challenges the status quo and empowers you to take control of your narrative. One advisor and one plan to grow with you, no matter what your future looks like. Advice for today. Planning for tomorrow.
Industry
Financial Services, Banks & Financial Services, Investment Services
HQ Location
6115 Park South Dr
Suite 200
Charlotte, North Carolina 28210, US
Keywords
Financial PlanningInvestmentsRetirementLife InsuranceDisability Insurance401(k)Income ProtectioBusiness OwnersOrganization