What's it like to be a financial advisor at our firm? Here's your TOP questions answered
Consolidated Planning, Inc.
金融服务
Charlotte，North Carolina 2,844 位关注者
Advice for Today. Planning for Tomorrow.
关于我们
Consolidated Planning was born out of frustration with the financial planning industry and its failure to deliver real solutions. We implement a protection first philosophy that challenges the status quo and empowers you to take control of your narrative. One advisor and one plan to grow with you, no matter what your future looks like. Advice for today. Planning for tomorrow.
- 网站
-
http://www.cplanning.com
Consolidated Planning, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Charlotte，North Carolina
- 类型
- 私人持股
- 创立
- 1981
- 领域
- Financial Planning、Investments、Retirement、Life Insurance、Disability Insurance、401(k)、Income Protection和Business Owners
地点
Consolidated Planning, Inc.员工
-
Steve Martin
Business Development & Financial Representative Consolidated Planning
-
Ashby Ware, ChFC®, CLU, CExP, RICP
-
Scott Haynie, CLU®, ChFC®, RICP®, CExP®
Helping My Clients Make Informed Financial Decisions About Their Wealth So They Can Enjoy Lives Free From Compromise
-
Michael Dare
Financial Advisor, CExP, CPFA; Director of Business Planning Charleston
动态
-
Ready to join our team? We're #hiring
-
This week, our leadership team is in Dallas for TeamWorks! The goal? Coming together to align our vision, maximize resources, and set a clear path for what’s next at #ConsolidatedPlanning Andy Brincefield Neal Brincefield Adam Youngman Jeff Malone Ashby Ware, ChFC®, CLU, CExP, RICP Kelley Hughes Becky Thompson Carmen Kinney Smith Finley Woodward Ben Decker, CExP™ Sam Renken Michael Harris, RICP®, CExP™ James M. Matthews, CFP®, CLU®, RICP®
-
-
Consolidated Planning, Inc.转发了
Thanksgiving came a little early this year at Consolidated Planning, Inc.! Yesterday some of our CP family came together to enjoy each others company and have some great food! We have so much to be thankful for this year and one of them is being able to get to work with all of these wonderful people!
-
-
-
-
-
+1
-
-
Welcome to Consolidated Planning, Ariel! #ConsolidatedPlanning
-
-
🇺🇸 It’s Election Day! 🇺🇸 Your vote is your voice—let it be heard. #ElectionDay2024
-
-
👏
I have been recruiting financial advisors for 20 years now and I can't tell you how much I love what I do! What this career has done for so many people that I've introduced the financial advisor career path to has been extremely rewarding to me. This career allows you to build your own business, have unlimited income potential, change people's lives financially and have work life balance. If you have ever wondered how you can get into this great industry, please reach out! It could change your life! Consolidated Planning, Inc.
-
LBS might just be our favorite acronym... Wait, LBS? Long Boring Spreadsheet? Love Big Savings? Close, but... Answer: Best. Tool. Ever. (we're not kidding) 👉 See for yourself ⬇️⬇️ #TheLivingBalanceSheet #ConsolidatedPlanning #FinancialAdvisor
The Living Balance Sheet®: How This Tool Helps Financial Advisors | Consolidated Planning
https://practicebuildingplaybook.com
-
Consolidated Planning, Inc.转发了
Consolidated Planning, Inc. Planning is a great home for advisors who want to own their practice, have full autonomy to run their practice they way they choose but also have the support and resources that help you scale. Love to have a conversation if you are looking to explore other options!
Top Advantages Of Moving Your Practice To Consolidated Planning | Consolidated Planning
https://practicebuildingplaybook.com
-
Consolidated Planning, Inc. Planning is a great home for advisors who want to own their practice, have full autonomy to run their practice they way they choose but also have the support and resources that help you scale. Love to have a conversation if you are looking to explore other options!
Top Advantages Of Moving Your Practice To Consolidated Planning | Consolidated Planning
https://practicebuildingplaybook.com