General Info

Established in 1981, Consolidated Planning Incorporated offers insurance and financial products and services for individuals, businesses and their employees. It is an agent of The Guardian Life Insurance Company of America, which is headquartered in New York City and employs more than 5,000 individuals. Consolidated Planning Incorporated provides annuities, retirement planning and income management products, and disability income, life and long-term care insurance offered by The Guardian Life Insurance Company of America. Additionally, the agency offers trust and real estate investment management services, mutual funds, and education savings, executive bonus and payroll deduction plans. Consolidated Planning Incorporated is licensed to operate in North Carolina, South Carolina and Virginia. It maintains a location in Charlotte, N.C.