Jimmy Lewis at Consolidated Planning, Inc

Jimmy Lewis at Consolidated Planning, Inc 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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\$100 not spent is more like \$143. Intrigued?
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\$100 not spent is more like \$143. Intrigued?

One way to find money is to examine your current spending habits and eliminate money wasters.

Remember the last time you saw a football team score without a quarterback? Neither do we. It’s the same with your balan...
09/04/2026

Remember the last time you saw a football team score without a quarterback? Neither do we. It’s the same with your balance sheet. I can help lead your team of CPAs, lawyers, brokers and bankers down the field. That’s my job.

A financial quarterback is someone who understands your finances and your life

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
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There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

Starting out in your career? These tips can help you figure out how to manage your finances
08/31/2026

Starting out in your career? These tips can help you figure out how to manage your finances

If you’re starting your career, the right advice and a few smart moves can help you shape a future you can feel good about

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
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Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
08/26/2026

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.

Your credit score may impact what you pay for auto and home insurance.
08/24/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Although minority- and women-owned businesses are a mainstay of the US economy and bring significant benefits to their c...
08/21/2026

Although minority- and women-owned businesses are a mainstay of the US economy and bring significant benefits to their communities, they also face challenges. Learn more about them and the steps we can take to overcome them.

Minority and women business owners have a unique set of skills and challenges.

When employees are stressed about money, they are distracted and less productive. Business owners can help solve this is...
08/19/2026

When employees are stressed about money, they are distracted and less productive. Business owners can help solve this issue with a financial wellness program.

When employees are stressed about money, they are distracted and less productive. Business owners can help.

For a small business, the loss of a key person could cause financial hardship.
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For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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

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