RD

Rick Dobson

CEO

Consolidated Planning, Inc.

Charlotte, North Carolina


Contact Information

Email
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Company Information

Company
Consolidated Planning, Inc.
Industry
financial services
Employees
250.0
Seniority
C suite
Annual Revenue
7602000.0

Technologies

Rackspace MailGun Microsoft Office 365 Hubspot WordPress.org Mobile Friendly Google Font API

Keywords

financial planning investments retirement life insurance disability insurance 401 income protection business owners business planning personal finance wealth management financial strategy investment advice tax planning retirement planning asset management financial advisor consolidated planning financial protection family financial plans business growth services employee retention strategies financial organization monthly subscription planning financial clarity financial health cash flow optimization insider business sale outsider business sale qualified plans management vision for the future financial risk mitigation savings strategies financial coaching goal-oriented planning client-focused services team-based approach health assessments financial literacy educational resources financial transformations personalized financial strategies ongoing advisory relationships investment management business exit strategy financial education nationwide financial services success tracking wealth accumulation investment solutions insurance protection strategies comprehensive financial planning business continuity planning b2b financial services capital markets

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