Consolidated Planning, founded in 1981, is a leading financial planning firm that prioritizes strategic financial solutions over mere product offerings. Our goal is to empower clients to take control of their financial narrative by maximizing their cash flow. With over 110 advisors and professionals across 12 locations, we administer over $1.

4 billion in assets and provide over $6. 5 billion in insurance protection nationwide. What sets us apart is our commitment to strategy before product.

In an industry where products are readily accessible, we focus on creating real value by developing a financial strategy tailored to our clients' specific needs. Our size allows us to foster innovation and creativity, enabling us to solve even the most complex planning problems. At Consolidated Planning, we believe that financial planning is an ongoing process, not a one-time event.

Our experienced team of financial advisors helps educate our clients and offers clear service offerings that make sense for their unique situations. Whether you need a comprehensive financial plan or assistance with a specific area of your life, we are here to provide peace of mind and a brighter financial future. If you're passionate about helping people achieve their goals and dreams, consider joining our team.

We are seeking financial advisors, planners, and additional team members who share our commitment to making a difference in the lives of others. No matter where you are, Consolidated Planning is here to help. Our financial advisors serve clients nationwide, and our collaborative approach ensures that all your financial planning needs are met by a team of experts.

Partner with us, either in-person or virtually, and let us be your trusted guide on your financial journey