Tommy Rosser, Consolidated Planning, Inc of Sanford

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Sanford, NC
Tommy Rosser, Consolidated Planning, Inc of Sanford

Educating individuals and small business owners to make positive informed decisions so they can achieve their financial goals. Consolidated Planning, Inc.

Using an uncommon knowledge approach to finances, I teach individuals and businesses how to organize, protect, to be world class savers, invest and then use what resources they have to obtain their financial goals. Traditional financial thinking may be why so many people have not and will not reach their full financial potential. I know and understand how important financial decisions can be for a family and for a business because I have provided this service to individuals and small businesses for 35 years. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Drive, Suite 200, Charlotte, NC 28210, ph # 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. of Sanford 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.
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11/04/2026

How familiar are you with the Federal Reserve? Here is a quick history.

11/02/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

10/30/2026

For working couples, benefits decisions aren’t always straightforward. With two employers and two benefits plans to consider, choosing the right option requires weighing coverage, costs, and how each plan supports your priorities.

Tips for working couples comparing employer benefits and choosing insurance, coverage, and financial protections.

10/28/2026

It’s human nature to want long-term financial confidence. But rather than crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.

10/26/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

10/23/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

10/21/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

10/19/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

10/16/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

10/14/2026

The benefits of whole life insurance aren’t typically widely known, and there can be a lot of misconceptions. But it can address financial concerns that many Americans have.

Address

503 Carthage Street, Ste 205
Sanford, NC
27330

Website

http://www.tommyrosser.com/

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