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Experienced Advice. Trusted Professionals.

Why We Are Different

When was the last time all your different advisors sat down at the same table and discussed what was in your best interest? At Consolidated Planning, we use a "Macro-Advisor" approach to help ensure all your advisors are working in unison to do what is best for you.
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What We Do

We educate you about financial concepts and products so you can make properly informed decisions regarding your finances. Together, we then create and implement a custom strategy that not only overcomes obstacles you face, but also adjusts to your ever-changing financial world.
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Who We Are

Becoming, and staying, financially organized isn't easy. However, maintaining a complete financial picture provides the ability to make better financial decisions. We'll provide you with a personalized, interactive, and secure webpage that contains a consolidated, up-to-date view of your financial world.
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About Consolidated Planning

We've been a leader in the strategic planning space since 1981, developing a number of specialized planning processes that put client and strategy first, and products second. That decades long journey has taught us many lessons that our advisors now bring to bear for the benefit of our clients.

A Track Record of Success - Founded with 4 advisors in 1981, CP has now grown to over 100 advisors in over 19 locations managing over $1.5 Billion in Assets and over $7 Billion in Insurance Protection. *

Strategy Before Product -The financial services industry is increasingly commoditized and products are obtainable anywhere. We provide real value to our clients by being process-first and delivering a financial strategy that is built by financial products, not the other way around.

Size Fosters Innovation - As one of the largest planning firms in the Southeast, our clients have benefited from the fact our team-based approach fosters incredible innovation and creativity when it comes to solving complex planning problems. Having sheer numbers of so many capable advisors working in concert has also fostered this innovation - because of our scale we've had a great number of minds collaborating rather than working in silos.

* As of 12/2019. Includes owners of in force life, disability income and long-term care insurance policies as well as all securities accounts. Represents in force cash values for life insurance and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.

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