Consolidated Financial Solutions
Consolidated Financial Solutions was founded in 2015 on the values of reputable and prompt tax preparation and financial services. We are tax specialists that provide our clients with a comprehensive analysis to maximize refunds and minimize liabilities. We strive to be leaders in the insurance industry and put an emphasis in providing our clients with innovative retirement income strategies, utilizing tried and true techniques, as well as embracing a changing industry to make the most of every product we offer.
We know the insurance industry offers many choices and options for the varied needs and circumstances our clients face; that’s why Consolidated Financial Solutions stresses the importance of considering all of your options before making a decision. With our experience, we can help assist you in making confident decisions to help you preserve* and create an income stream in retirement.
We work hard to give you not only the best possible service, but also to stay current on pertinent financial, insurance and retirement topics so we can provide you with information you may need to make an informed decision.
As a client of Consolidated Financial Solutions , you will work with a licensed insurance professional who will actively participate in helping you meet your financial and retirement goals. Let us go to work for you today – give us a call for a no-obligation review.