Consolidated Planning

Services Offered

• Life Insurance
• Disability Income Insurance
• Annuities
• Wealth Management
• Investments
• Retirement Plans

About

Consolidated Planning, Inc. is a financial planning firm located in Charlotte, North Carolina, affiliated with Guardian, a Fortune 250 global financial services company. The firm offers a range of services including life insurance, disability income insurance, annuities, wealth management, investments, and retirement plans. With a strong network of over 2,750 financial representatives, Consolidated Planning is dedicated to providing tailored financial guidance to individuals and businesses. Their focus is on helping clients achieve financial security and well-being through comprehensive planning and protection strategies.

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