Financial Planning

In addition to working with you on the management of your investments, Consolidated Financial will also help you plan for Retirement and assess additional Financial Planning needs:

  • Cash Flow Planning
  • Goal Setting
  • College Funding
  • Employee Benefits Coordination
  • Insurance (Life, Disability, LTC)
  • Social Security Analysis
  • Retirement Planning
  • Charitable Giving
  • Titling of Assets
  • Distribution of Assets

We use industry leading MoneyGuidePro to build Financial and Retirement Planning scenarios to help our clients reach their lifetime, retirement & other financial planning goals.

MoneyGuidePro Access