Consolidated Planning
Insurance Agency
Why pick this one
Consolidated Planning serves clients nationwide with business sale, key-employee, qualified-plan, and retirement-income planning.
Best for
- business owners preparing to sell to family members, key employees, or outside buyers
- businesses seeking key employee retention strategies
- business owners seeking qualified plan and tax planning
- individuals seeking coordinated retirement income planning
- clients wanting ongoing monthly fee-based financial planning
- people seeking in-person or virtual financial planning nationwide
Look elsewhere if
- people seeking only a standalone insurance policy without broader financial planning
- people needing emergency insurance service or claims handling
Specialties
- business sale planning to insiders
- business sale planning to outside buyers
- key employee retention strategies
- qualified plan and tax planning
- retirement income planning
- monthly fee-based subscription planning
What makes them different
- Serves clients nationwide through in-person or virtual appointments
- Offers coordinated planning for protecting, growing, and exiting a business
- Provides separate planning paths for insider and outside-business sales
- Offers monthly fee-based subscription planning
- States that its business-owner planning experience spans over four decades
Distilled from this business's own website.
Contact & Location
- Address
- 3705 W Market St Ste C, Greensboro, NC 27403
- Phone
- (336) 770-2447
- Website
- http://www.cplanning.com
Services
- personal financial planning
- business financial planning
- financial organization
- investment planning
- insurance and annuity planning
- retirement planning
- tax planning
- employee benefit and qualified plan design