Solutions for Your Journey to Financial Independence
Welcome to The Dumas Team, a client relationship group within Consolidated Planning, Inc. We provide comprehensive wealth management designed to guide you through every stage of your financial journey. Our collaborative approach aligns your financial strategies with your personal and professional goals, helping you move forward with clarity and confidence.
From growing and preserving wealth to creating reliable retirement income, we offer personalized guidance tailored to your needs. We also support business owners and help clients make informed Social Security decisions, so every part of your financial life works together.
At The Dumas Team, relationships come first. We earn your trust through transparency, professionalism, and a commitment to putting your interests above all else.
Let’s build your financial future-together.
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Financial Security Professionals Best-In-State is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.
Business Owners
We understand the unique financial challenges and opportunities that business owners face. Our comprehensive services are designed to support you through every stage of your business and personal financial journey.
Physicians and Dentists
As a physician or dentist, your financial journey is uniquely complex, from the burden of student loans and delayed earnings to navigating high-income tax strategies, practice ownership, and retirement planning. We specialize in comprehensive financial planning tailored to the distinctive needs of medical and dental professionals.
Individuals and Families
We help individuals and families align their financial resources with their goals, values, and vision for the future. Whether you're planning for retirement, funding education, preparing a legacy, or simply seeking greater financial clarity, our team is here to ensure your wealth serves a meaningful purpose.
Pre/Retirees
Our mission is to help you strategically preserve and make the most of your wealth. We help those near retirement or already there create a plan that supports their lifestyle while preserving their wealth for future generations.
Meet Our Team
Our team of professionals have decades of collective experience. Regardless of your wealth management needs, we have the skills necessary to help you succeed.
Managing grief with financial preparedness
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