History of Consolidated Planning
Our firm 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 our clients to take control of their narrative by working to help maximize cash flow. Our highly skilled team of specialists and professionals deliver balanced financial solutions to clients nationwide.
A Track Record of Success
Founded with 4 advisors in 1981, CP has now grown to over 110 advisors and professionals in over 12 locations administering over $1.4 billion in assets and over $6.5 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.
Strategy Over Products
Whether you are running a business or running a household, Consolidated Planning can provide greater peace of mind. Financial planning isn’t a one-time event, it’s an evolving process.
Our experienced financial advisor team strives to educate you on options, and our clear service offering empowers you to work with us in a way that makes sense for your needs. From a deep dive on a single area of your life to an all-encompassing financial plan, your future is our focus.