Consolidated Planning of Mt Pleasant

Consolidated Planning of Mt Pleasant is a financial planner in Mt Pleasant, SC, serving individuals and business owners with personalized financial strategies. The firm specializes in business succession planning, including selling a business to an insider or outsider, retaining key employees, optimizing retirement income, reducing taxes through qualified plans, and achieving long-term financial organization. Clients benefit from a process-first approach focused on sustainable cash flow, risk management, and strategic financial clarity. The firm serves clients across the Southeast, with a dedicated office located in Mount Pleasant, SC, and maintains a strong reputation reflected in its perfect 5.00 rating from one verified review.

The firm was founded in 1981 with a mission to challenge the status quo in financial planning by prioritizing strategy over products. With over 110 advisors and professionals across more than a dozen locations, Consolidated Planning emphasizes a team-based model that fosters innovation in solving complex financial challenges. The Mount Pleasant office is part of a broader network of professionals who support clients nationwide, offering ongoing advisory services through monthly fee-based planning and tailored solutions for both personal and business financial needs.

The firm’s leadership includes Managing Directors and financial advisors with deep expertise in wealth management, business growth, and tax optimization. Their approach centers on empowering clients to take control of their financial narrative through education, clear guidance, and customized planning that evolves with changing goals and circumstances.

Consolidated Planning of Mt Pleasant stands as a trusted partner for local business owners and individuals seeking long-term financial stability and growth in the Lowcountry region.

Services:

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