6115 Park South Drive Suite 200Charlotte, NC firstname.lastname@example.org
Welcome to the Dumas Team, a client relationship group of Consolidated Planning, Inc. We strive to provide comprehensive wealth management services for every stage of your journey. Through a collaborative process, we help maximize the Client’s potential for meeting life goals through financial advice that integrates relevant elements of the Client’s personal and financial circumstances.
Our business is relationship focused and we take this seriously. Because of this, our team makes every effort to build on those relationships in an effort to provide a client experience that provides you with the confidence that you are working with the right firm.
You've worked hard and now it's time to enjoy the results of all those long hours. Together we can create a strategy that will help maximize your retirement.
Higher education costs can be daunting. Our advisors have been well-schooled in preparing for one of life's largest investments.
We believe small businesses are the backbone of America. At Consolidated Planning, Inc., we do our utmost to help you thrive in today's competitive marketplace.
Our team of professionals have decades of collective experience. Regardless of your financial management needs, we have the skills necessary to help you succeed.
These days people of all walks of life face unique challenges as they prepare for retirement. Whether your goal is to grow your wealth or preserve your assets, our holistic approach focuses on your risk profile and long-term goals.