At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth. Since 1975, we have emphasized a highly personalized and comprehensive approach to not only managing your investments but also planning to help you make the most of them.  We not only take into account how your investments can be used to enhance the lives of you and your family today, but also to enhance your future and the lives of generations to come.

As financial planners who have achieved a certified level of excellence and commitment to our industry and the clients we serve, we bring proven expertise to bear on every aspect of a client’s wealth.  And because we are dedicated to bringing greater value to the advisor-client relationship than just traditional investment management, we can help you gain a greater sense of confidence, conviction and direction regarding your family’s financial future.

Consolidated Planning Corporation is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Consolidated Planning Corporation. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

Raymond James financial advisors may only conduct business with residents of the states
and/or jurisdictions for which they are properly registered. Therefore, a response to a
request for information may be delayed. Please note that not all of the investments and
services mentioned are available in every state. Investors outside of the United States are
subject to securities and tax regulations within their applicable jurisdictions that are n
addressed on this site. Contact your local Raymond James office for information and
availability.
Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

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CPC Advisors (Consolidated Planning Corporation)

CPC Advisors (Consolidated Planning Corporation)

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