Consolidated Planning Group

Consolidated Planning Group Concerned about planning for a loved one with special needs? We’re based in Texas and serve families nationwide. We are here for you! We are ready to help you!

Click the link in our bio for a free consultation & webinar registration. Call 281-690-1177
Learn more: consolidatedplanninggroup.com Consolidated Planning Group is here to support your family as you consider your financial future. We serve all families including those with special needs. If you are concerned about the financial future of your family, reach out for a conversation. As a National S

ocial Security Advisor, we will answer all your questions about SSI and SSDI. Our advisors are deeply knowledgeable about the concerns related to retirement and special needs. Call today for a consultation. 281-690-1177! Securities and Advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Consolidated Planning Group and Osaic Wealth are not affiliated. For Full Disclosures, Please visit https://www.consolidatedplanninggroup.com/

On June 18 at noon Central, Consolidated Planning Group will host a webinar titled, "Special Needs Planning - Key Steps...
06/03/2026

On June 18 at noon Central, Consolidated Planning Group will host a webinar titled, "Special Needs Planning - Key Steps to Transition Success."

Consolidated Planning Group is so pleased to bring another important webinar to you in partnership with Hope For Three!

REGISTER HERE: https://us06web.zoom.us/webinar/register/WN_UJtQlBiMSQyL43NM59TGMg

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
06/03/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

06/01/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.
05/29/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

05/27/2026

🧡 June Respite Weekends Are Here! 🧡

Looking for a fun, engaging, and supportive overnight weekend program for your loved one? The Arc of Harris County’s Respite Program is available year-round for adults ages 21 and up!

📅 June Respite Weekend Dates:
✨ June 5–7
✨ June 19–21

✔️ Two weekends each month
✔️ 24-hour onsite care
✔️ Safe, engaging, age-appropriate activities

For more information or to register, contact Director of Programs, Wendy Hyde:
📧 [email protected]
📞 713-957-1600 ext. 114
🌐 www.thearchouston.org

THANK YOU BELIEVE DENTAL!! On June 3, Consolidated Planning Group hosted a webinar titled, "A Parent's Guide For Specia...
05/27/2026

THANK YOU BELIEVE DENTAL!! On June 3, Consolidated Planning Group hosted a webinar titled, "A Parent's Guide For Special Needs Dental Care."

Consolidated Planning Group is so pleased to bring another important webinar to you in partnership with Believe Dental!

WATCH IT HERE: https://youtu.be/AO7l5OOMv4g

On June 4 at noon Central, Consolidated Planning Group will host a webinar titled, "Enabling Adults Living With a Disabi...
05/27/2026

On June 4 at noon Central, Consolidated Planning Group will host a webinar titled, "Enabling Adults Living With a Disability to Spend Their Own Money and Increase Their Independence with True Link."

Consolidated Planning Group is so pleased to bring another important webinar to you!

REGISTER HERE: https://us06web.zoom.us/webinar/register/WN_m7nBNfxyQNmvVIaRhMxh2A

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
05/27/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

Our friends at Mir Care Consultants are holding an interesting webinar!
05/26/2026

Our friends at Mir Care Consultants are holding an interesting webinar!

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

https://rss.com/podcasts/testcpg/, https://www.consolidatedplanninggroup.com/clie

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