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Consolidated Planning Corporation (CPC) is an independent registered investment advisory firm located in Atlanta, Georgia. For 30 years, we have been providing comprehensive financial planning and wealth management services to individuals, families and small businesses.
At Consolidated Planning Corporation, we are keenly aware that the better we help our clients manage their financial lives, the more time and resources they will have to support the causes and interests they care about the most. Therefore, we are committed to providing objective financial counsel coupled with excellent personal attention. As a result, our clients can enjoy the peace of mind that comes from knowing their financial resources are managed strategically and prudently by professionals they trust.
We provide highly integrated and comprehensive solutions related to all aspects of our client's financial life including:
| Retirement Planning |
| Investment Management |
| Tax Planning |
| Estate Planning |
| Executive Stock Option Strategies |
| Charitable Gifting Strategies |
| Education Funding |
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