Consolidated Planning, Inc.

Consolidated Planning, Inc. is a financial planner in Columbia, SC. The firm delivers financial advice tailored to the medical community, offering services that span student loan analysis, debt management, cash‑flow and budgeting, comprehensive financial planning, college and retirement planning, tax strategies, estate and legacy planning, and professional asset management. Their expertise extends to transition support for residency and medical practice, profit‑sharing and executive compensation planning, and a full suite of investment options. With a 5.00‑star rating based on one review, they serve physicians and other medical professionals nationwide, aiming to build long‑term relationships from medical school through retirement.

The company’s approach centers on mentorship and empowerment of physicians through futuristic thinking, practical education, and detailed assessment. Their mission emphasizes education, teamwork, diligence, collaboration, service, fairness, and responsiveness. A team of experienced advisors, including Christopher T. Long, CLU®, ChFC®, CFP®, CLTC, and Gregg K. Helman, CFP®, CLU®, provides personalized, fee‑free loan analysis for students and residents, reflecting a commitment to early, ongoing support. By combining a proactive, team‑based methodology with deep personal ties to the medical field, they help clients minimize debt, protect assets, and grow net worth while accommodating demanding schedules.

Located on Devine St, Consolidated Planning, Inc. sits within a short walk of the Shandon Presbyterian Church and the Shandon memorial, both about a tenth of a mile away. The Forum shopping mall is roughly two‑tenths of a mile distant, and the Richland Library Wheatley is about three‑tenths of a mile from the office, placing the firm in a convenient, centrally‑located part of the city.

By leveraging its specialized knowledge of physician finances, Consolidated Planning, Inc. provides Columbia’s medical professionals with comprehensive, forward‑looking financial planning that aligns with the unique demands of their careers.

Services:

• Debt Minimization
• Disability Insurance Quote
• Retirement Planning
• Student Loan Management
• Term Life Insurance Quote