Consolidated Planning Group, Inc.

Description

Consolidated Planning Group is a holistic financial planning firm in Texas that provides advice, analysis, education, and financial planning services for families and small businesses. We are proud to serve the Special Needs community. | How can families financially plan for the future of children with special needs? Our Primary Purpose Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Finding Your Fit We invite you to discover and experience the power of our services. We are an independent, boutique-style firm located in the Houston area. Our advisors bring their diverse backgrounds, education, and experience to best serve our clients. We are a holistic fi

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