Our Commitment 

At  Consolidated Financial, we feel it is our responsibility to ask the right questions, listen, and make your goals and priorities our own. We believe the best planner-client relationships begin and end with trust, honesty and open communication. We are committed to a long-term partnership with you to help you sail through the rough waters to financial independence.  

 Let Us Help You Navigate 

At Consolidated Financial, it is our task to help our clients reach their financial destinations by means of a carefully charted course of action. The clients we serve are success-oriented executives, professionals and business owners with the kinds of complex financial circumstances we are best qualified to serve.

We begin by getting to know you.  Your financial personality is discussed. Next, we analyze your current financial situation: your income and expenses, your resources, what you own and what you owe. We help you define your financial objectives and priorities. We then analyze these goals within the context of current economic and market conditions, and develop a course of action.

That is only the beginning of our journey. Once the course is in place, we set sail with you as you travel through life. We help smooth rough waters and capture fair winds. 

What Can You Expect as We Chart Your Course? 

Analysis and planning in these areas: 

•       Financial independence  

•       Cash flow

•       Investment portfolio

•       Retirement benefit plans

•       Personal taxes

•       Education costs

•       Capital needs

•       Risk management

•       Estate distribution