General Info

About Consolidated Planning We've been a leader in the strategic planning space since 1981, developing a number of specialized planning processes that put client and strategy first, and products second. That decades long journey has taught us many lessons that our advisors now bring to bear for the benefit of our clients. A Track Record of Success- Founded with 4 advisors in 1981, CP has now grown to over 110 representative in over 12 locations administering over $1.4 Billion in Assets and over $6.5 Billion in Insurance Protection.