About
Consolidated Planning Group is a holistic financial planning firm in Texas that provides advice, analysis, education, and financial planning services for families and small businesses. They are proud to serve the Special Needs community. The practice helps families navigate the complex world of special needs planning, offering services such as comprehensive financial planning, special needs consultative services, and social security maximization. They work with clients to craft a financial strategy that meets their unique needs and goals. With a focus on providing personalized guidance and support, Consolidated Planning Group aims to empower families to make informed decisions about their financial futures.
Insurance & payment
Insurance details are not listed publicly — call the practice to confirm.
Ask about sliding-scale fees if you're paying out of pocket.
Services & specialties
Comprehensive Financial Planning
Provides advice, analysis, education, and financial planning services for families and small businesses.
Special Needs Consultative Services
Offers guidance and support to families navigating the complex world of special needs planning.
Social Security Maximization
Helps clients maximize their social security benefits.