Consolidated Planning of Mt Pleasant
Contact Information
-
Address
6115 Park South Drive, Suite 200Charlotte, NC 28210, Mt Pleasant, SC, 29464, SC -
Phone
(843) 881-5468 -
Website
cplanning.com -
Google Reviews
5.0 out of 5 stars from 1 Google review
Location
About Consolidated Planning of Mt Pleasant
Consolidated Planning is a financial planner in Charlotte, NC, located at 6115 Park South Drive, Suite 200. It holds a rating of 4.60 based on 0 reviews.
Consolidated Planning provides business and individual financial services. The firm supports personal finance, business growth, and exit planning. Services include planning for sales to third-party buyers or internal parties such as family members or key employees. These plans address financial implications, business risk, and cash flow. Additional business services involve developing strategies to attract and retain employees, optimizing tax planning through qualified plan design, and maximizing transferable business value.
Individual services focus on helping clients get financially organized to understand their current standing and future path. The firm uses a tool called The Living Balance Sheet to help clients view their entire financial picture on one page and build a financial scorecard to track progress. For retirement, the firm provides coordinated plans focused on sustainable cash flow while seeking to minimize risk and taxes. Clients can also subscribe to ongoing advisory relationships for regular guidance regarding their goals and financial clarity.
Consolidated Planning is part of a larger organization founded in 1981 that has grown to over 110 advisors and professionals across more than 12 locations. The firm's team-based approach is designed to solve complex planning problems for clients nationwide.
The firm provides specialized financial planning for businesses and individuals in Charlotte, NC.
BizScoreAI gives Consolidated Planning a Technical score of 86 out of 100, which means the website is technically sound and secure so search engines can read it without errors. The firm also achieves a Discoverability score of 75 out of 100, ensuring AI crawlers are allowed in and can find every page so AI assistants can recommend the business.
Services:
- Get Financially Organized
- Maximize My Retirement Income
- Sell My Business To An Insider
- Sell My Business To An Outsider
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