Financial Advisor

• Jun 2010 - Present

At Consolidated Planning we provide you with a unified and current view of your complete financial picture; and put your financial security where it belongs, first. Next, we'll help you to improve your cash flow, save for emergencies, minimize risk, and maximize assets through tax efficient strategies and and proven financial concepts. Over time everything changes: markets ebb, costs rise, goals fluctuate. There is a better way to plan that doesn't involve having to predict the future. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Show less