Consolidated Planning was established in 1981 to provide a new and unique approach to helping individuals and businesses develop consolidated, comprehensive plans for wealth accumulation, distribution and preservation. The company is recognized as one of the premier organizations in the country focused on the design of financial strategies for clients. Previously listed among the Inc. magazine top 500 fastest-growing companies, Consolidated Planning is made up of experienced financial professionals. The company features expertise in tax laws, financial services and products, pension plans, insurance and other tools needed to build effective financial foundations. It is headquartered in Charlotte, N.C.
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