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Jimmy Lewis at Consolidated Planning, Inc

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Summerville, SC
Jimmy Lewis at Consolidated Planning, Inc

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Creating Financial Strategies that Address Your Number One Goal Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).

OSJ: 6115 Park South Dr., Ste. 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. CA Insurance License #4103470

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.
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11/02/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

10/30/2026

Getting a raise is certainly something to celebrate but how you spend this money can impact your financial health. Here are a few tips to help you manage more money in a way that’s both productive and protective.

There are a lot of things you can do with a pay raise, but how you spend this money can impact your financial health. 

10/28/2026

Investment strategies continually evolve. New technology, plus lesser-known financial tools, can help you reach your long-term money goals.

A diverse portfolio can be more than stocks and bonds.

10/26/2026

LLC incorporation can help protect you from personal liability, but it’s not impenetrable. What can you do to strengthen your LLC firewall? Let’s chat.

LLC's are a powerful way to segregate your personal assets from your business, but the protection is not limitless

10/23/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

10/21/2026

Estate planning is something people tend to put off. Learn what you need to start early and build financial confidence.

To make sure your estate is in order and heirs are taken care of, be sure to have a will, living will, and life insurance.

10/19/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

10/16/2026

How will inflation impact your retirement? Learn how to factor price increases into your long-term financial strategy.

10/14/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

10/12/2026

Disability insurance can be more affordable than you think. Plus you can customize your DI policy to address things like student loans and your future earnings.

Disability insurance can be more affordable than you think.

Address

700 Nexton Square Drive, Ste 142
Summerville, SC
29486

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+18436959425

Website

http://www.cplanning.com/

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