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CP IN THE COMMUNITY

"We make a living by what we get, but we make a life by what we give."

~Winston Churchill

At Consolidated Planning, our passion for service extends beyond our clients. Our associates are active in organizations and charities important to them. We are involved in or help support the following organizations:

  • 24 Hours of Booty
  • American Red Cross
  • Boy Scouts of America
  • Brookstone Schools
  • Catawba River Keepers Foundation
  • Charlotte Area Ultimate Association
  • Festival in the Park
  • Florence Crittenton Services
  • Gardner-Webb University
  • Habitat for Humanity
  • Hospitality House of Charlotte
  • Humane Society of Charlotte
  • Keystone
  • Kids First of the Carolinas
  • Kiwanis
  • Lake Wylie Cove Keepers
  • Leukemia and Lymphoma Society
  • Mecklenburg County Bar Foundation
  • NAIFA
  • Operation Homefront
  • Rotary Club
  • Salvation Army
  • Serenity Club of York County
  • Susan G. Komen Race for the Cure
  • The Charleston Men's Chorus
  • UNC Young Alumni Council
  • United Cerebral Palsy
  • United Way Young Leaders
  • Vista Group
  • YMCA
Phone: 800.532.2829    Fax: 704.554.6073    Email:
4201 Congress Street, Ste. 295, Charlotte, NC 28209
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 4201 Congress St., Suite 295, Charlotte, NC 28209. The Registered Representatives are securities licensed in NC, SC, VA (& other states) and the material is strictly intended for individuals residing in these states. No offers may be made or accepted from any resident outside these specified states. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, (704) 552-8507). Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.