Founded in 1983, Consolidated Planning, Inc. is a financial services firm dedicated to providing holistic and strategic financial planning for individuals, families, and business owners. Their core philosophy is built around a proprietary organizational platform, The Living Balance Sheet®, which offers clients a consolidated, real-time view of their financial world. The firm's mission is to bring clarity, confidence, and coordination to their clients' financial decisions. As a general agency of The Guardian Life Insurance Company of America, they offer a wide range of services including wealth management, insurance strategies, retirement planning, and business owner solutions.

Founded in

United States