FINANCIAL SERVICES

Customized strategies for individuals, families and businesses.

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CP5 – The Consolpro 5 Planning Process

Every retirement plan is unique to the people we work with and the personal freedoms they seek in their retirement years. But first, every plan starts with the five key fundamentals of financial life.

1    Income

1

Income

2    Investments

2

Investments

3    Taxes

3

Taxes

4    Health Care

4

Health Care

5    Legacy

5

Legacy

From this foundation, we help you create a thoughtful, custom strategic plan that builds on your complete retirement vision!

Ready to take the first step? Contact us to meet, and you’ll receive our proprietary Financial Freedom Forecast to help you analyze your current financial circumstances and what challenges you may face along the way.

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OUR SERVICES

We offer retirement products and services in these areas to help you achieve your retirement goals:

Retirement Income Strategies
IRA Legacy Planning
Investments
Tax-Efficient Strategies
IRA/401(k) Rollovers
Annuities
Wealth Management
Life Insurance
Asset Protection Strategies