Consolidated Planning

Consolidated Planning, Inc. has been a leader in comprehensive financial services for over 33 years.  Unlike many other so-called financial services providers, we employ strategies that often defy the conventions of today’s industry. Avoiding trends, fads, and “hot products,” our associates adhere to time-tested macro-economic principles.  Our primary focus is always to help our clients achieve their financial goals regardless of the uncertain circumstances along the way.  This requires a diligent work ethic, a desire to truly serve others and a dedication to total comprehensive planning. 

At CP we refuse to be constrained by the narrow views of the greater financial services industry – and it has benefited our clients greatly!

Our Leadership Team is committed to building on the shared values of quality service and relationships, mutual trust, integrity and financial strength.  

To learn more about Consolidated Planning, Inc, visit our website at www.cplanning.com

Consolidated Planning has been voted best place to work for 2012 and 2014 by the Charlotte Business Journal.

Consolidated Planning has been voted Top Work Places 2015 by the Charlotte Observer.