Consolidated Planning of Greenville

Consolidated Planning of Greenville is a financial planner in Greenville, SC, located at 233 N Main St STE 200. The firm provides both business and individual financial services, helping clients create plans for business growth, savings, investment planning, and retirement. Specific offerings include strategies for selling a business to a third-party buyer or to a child, family member, or key employee, with attention to financial, business risk, and cash flow implications. The firm also assists with attracting and retaining employees, optimizing tax planning through qualified plan design, and uncovering opportunities for additional savings. The business holds a rating of 5.00 based on 1 review.

Consolidated Planning of Greenville operates under a protection-first philosophy that emphasizes maximizing cash flow and providing process-first financial strategies. The firm serves clients across the Southeastern United States, with office locations in North Carolina, SC, Georgia, Eastern Tennessee, and Virginia, as well as professionals available in all 50 states. Consolidated Planning, founded in 1981, has grown to include over 110 advisors and professionals in more than 12 locations. Its team-based approach focuses on delivering balanced financial solutions to help clients protect what they have built and plan for the future.

Services for business owners include developing coordinated plans for all stages of the business lifecycle, from startup to exit. The firm helps businesses build a solid foundation, improve and develop over time, and increase value through careful financial planning. For individuals, the firm provides guidance for those starting out in life or those planning for retirement later in life. Advisors help clients answer questions, adjust plans, and consider factors that may affect their financial journey. The firm uses tools like The Living Balance Sheet to help clients get financially organized, track progress, and view their entire financial picture on one page.

The firm is known for its positive rating from customers who have reviewed it. This reflects the reputation for providing trusted professionals who discuss plans, consider goals, and create financial plans that meet client needs. The firm’s collaborative approach ensures that all financial planning needs are met by experienced professionals, whether in person or virtually.

Consolidated Planning of Greenville brings structure and clarity to the complex financial decisions facing Greenville business owners and families, offering a proven process to help them achieve their goals.

BizScoreAI gives the business a technical score of 86 out of 100, which means the website is technically sound, secure and indexable so search engines can read it without errors. The business also receives an authority score of 75 out of 100, showing who is behind the business as a trust signal AI assistants and search engines weigh when deciding whom to recommend.

Services:

• Get Financially Organized
• Maximize My Retirement Income
• Sell My Business To An Insider
• Sell My Business To An Outsider