Andy Morris - Consolidated Planning Group

Andy Morris - Consolidated Planning Group Independent, holistic special needs focused financial planning firm.

Consolidated Planning Group is a family-owned, unique and holistic planning firm that centers around special needs. We are well connected within the special needs community and help families in Texas and nationwide, to navigate the vast, and sometimes confusing, special needs landscape. In addition, we are a fully licensed financial advisors and insurance brokers, who help plan for your retirement

, and for the future of your special needs loved ones. We are a non-captive firm, which means our financial recommendations are not biased, and are 100% client focused – free to choose only the best carriers for our clients. WHAT WE DO: We help special needs families build a holistic plan, around which they can plan their future, and have comfort in the fact that they have direction, answers, and resources to guide them along the way. CREDENTIALS: Our firm is fully licensed to manage investments, sell insurance, and advise on Social Security and retirement planning. We are also deeply connected within the Special Needs community and members of Special Needs Planning Academy. We provide advice and strategies for special needs families trying to navigate the special needs landscape. Schedule a free initial consultation at this link:

https://www.consolidatedplanninggroup.com/form-once

01/24/2025

THANK YOU NEISD AND BLOOM CONSULTING!! On Jan. 28, Consolidated Planning Group hosted a webinar titled, "How To Find The Best Jobs For Special Needs."

Consolidated Planning Group is so pleased to bring another important webinar to you in partnership with Bloom Consulting and NEISD.

WATCH IT HERE: https://youtu.be/Cudz22_SCQA

01/24/2025

THANK YOU DR. TARA COKER DEVINE!! On Jan. 27, Consolidated Planning Group hosted a webinar titled, "How To Parent A Child With Special Needs - Moving from Surviving to Thriving!"

Consolidated Planning Group is so pleased to bring another important webinar to you in partnership with Dr. Tara Coker Devine.

WATCH IT HERE: https://youtu.be/LOO8qP4ucik

01/24/2025

We just met a great company that you should know!
ZTrip offers transportation to families with special needs.

· Professional, Dedicated Drivers: Background-checked, drug-screened, and trained in ADA compliance and passenger assistance—our drivers see this as a career, not a gig.
· Advanced Safety Technology: Our vehicles are equipped with cameras and GPS tracking for real-time monitoring, ensuring a secure experience for all passengers.
· Accessible and Flexible Service: Book rides 24/7 via our call center, mobile app, or website, with the option to choose ADA-compliant vehicles and preferred drivers.
· Flexible Payment Options: We offer both self-pay and account-based solutions.

Questions? Contact Julia G. Bracken at [email protected]

01/16/2025

Looking for helpful special needs resources? Like, follow, and subscribe to our YouTube channel for free tips, and schedule your FREE Zoom consult today!

We have several new free webinars coming up over the next couple of weeks. Visit the following link to see the list and ...
03/18/2024

We have several new free webinars coming up over the next couple of weeks. Visit the following link to see the list and how to join.

Please join us for our informative webinars on various Special Needs focused topics, they are always free and packed with helpful content. If you would like to check out our previous webinars, they are available 24/7 on YouTube! Do you have a topic you would like us to explore? Just drop us a note!....

Have questions? Please reach out.
10/24/2023

Have questions? Please reach out.

When you’re considering employer life insurance, ask yourself these four questions to make sure it covers all your needs.

10/02/2023

THANK YOU WORKFORCE SOLUTIONS TEXOMA!! On Oct. 3 at noon, Consolidated Planning Group hosted a webinar titled "Government Benefits 101 - Understanding SSI and Medicaid, SSDI and Medicare as well as Childhood Disability Benefits."

Consolidated Planning Group is so pleased to bring another important webinar to you in partnership with Workforce Solutions Texoma.

WATCH IT HERE: https://youtu.be/aKFj0m2IDss

09/28/2023

THANK YOU GALVESTON COUNTY LUNCH!! On Sept. 28 at noon, Consolidated Planning Group will host a webinar titled "An Overview of ABA Services from the University of Houston's Center for Autism and Developmental Disabilities and Why it Works."

Consolidated Planning Group is so pleased to bring another important webinar to you in partnership with Galveston County Lunch and Learn,

WATCH IT HERE: https://youtu.be/QOEFhOro0Pk

09/27/2023

If you have a special needs child be certain to not list them outright as a beneficiary. Questions? DM me

Address

19901 Southwest Freeway
Sugar Land, TX
77479

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12816901177

Website

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