Consolidated Planning of Clemson

Consolidated Planning of Clemson is a financial planner in Clemson, SC. The firm provides both business and individual financial services, specializing in areas such as business succession planning for internal or external buyers, retirement income optimization, and tax planning through qualified plans. They also offer assistance with employee retention strategies, investment planning, and financial organization for families and business owners.

The firm operates with a strategy-first approach, prioritizing personalized financial processes over specific products. Since its founding in 1981, the organization has grown from a small group of four advisors to a large team of over 110 professionals. Their methodology focuses on a protection-first philosophy designed to maximize cash flow and provide clarity for long-term stability. In addition to serving the Clemson area, the firm maintains a presence throughout the Southeast, including offices in North Carolina, Georgia, Tennessee, and Virginia, with professionals capable of assisting clients in all 50 states.

Located on Sloan St, the office is situated near Riggs Field and is a short distance from the Sloan Tennis Center, Bowman Field, and Military Heritage Plaza.

The firm is recognized for its extensive history and its standing as one of the largest planning firms in the Southeast. With a 5.00 rating, the team is known for delivering balanced, innovative solutions to complex planning problems.

Consolidated Planning of Clemson provides the professional guidance and strategic processes necessary for individuals and business owners to achieve financial confidence in Clemson.