Financial Planning at Your Speed Strike the Right Retirement Balance

Consolpro knows the retirement lifestyle can be active, driven and thrilling! It can also be calm, cool and relaxing. Our team can help you find your path, and your pace.

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families enjoying the outdoors together

GET TO KNOW CONSOLPRO

Professional. Independent. Local. Family-owned. Get to know Consolpro.

Dreams and worries both exist – just like in your working years. Our team can help you approach everything that matters when preparing for the future.

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FULL FINANCIAL PLANNING

Whether you’re considering retirement for the first time or seeking a second opinion, we’re here to help with personal guidance and strategies. Our CP5 Consolpro Planning Process can help you create the right path to your financial goals.

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1    Income

1

Income

2    Investments

2

Investments

3    Taxes

3

Taxes

4    Health Care

4

Health Care

5    Legacy

5

Legacy

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LIVE EVENTS

Join the Consolpro Conversation! We get out into the community to talk with YOU about the things that matter to your money. Join us for our next live event.

Prepare for the future by considering the past

Gone are the days of planning retirement solely around a pension and Social Security benefits. Download this 24-page guide to learn more about:

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    Why spouses should work together for an optimal retirement

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    The unique challenges women face

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    How a financial professional can help you make wise decisions

Man looking at his computer and “The Changing Story of Retirement” whitepaper