Investor Access

Consolidated Planning Corporation | Raymond James | Atlanta, GA

A Disciplined Approach Helps You

Establish and Reach Your Goals

Our approach to investment is simple – everything is done with only your best interest in mind. Our actions are never based on quotas, commissions, proprietary products or company sales forecasts. That’s why we only provide customized, fee-based management supported by a thorough process which helps ensure opportunities are properly identified and important details are not overlooked.

 

As our client, you will benefit from a collaborative relationship that addresses – and anticipates – your needs. We follow a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization as your unique needs and situation dictate.

 

Our Wealth Management Process

  • Understand Your Goals >

    Together, we will define your needs, goals and risk profile.

  • Create a Plan >

    The appropriate allocation of assets is determined to help realize your objectives.

  • Craft Your Portfolio >

    Specific investments that align with and support your strategy are identified.

  • Stay on Course >

    Specific investments that align with and support your strategy are identified.

Asset allocation does not guarantee a profit nor protect against loss.

 

Our Investment Management Process

  • Detailed Analysis >

    We start by performing an exhaustive analysis of your existing investment portfolios, tax documents, wills, trusts, retirement accounts, stock option plans and other pertinent documents.

  • Qualified Professionals >

    Once we understand what you consider important and what you would like to accomplish with your financial resources, we carefully select from who we believe are the best-qualified independent money managers to invest your capital.

     

    We utilize separate accounts managed by professional money managers and/or mutual funds. By selecting high-quality portfolio managers, we create broadly diversified and customized portfolios uniquely designed to help achieve your goals.

  • A Watchful Eye >

    Nothing that occurs with your assets goes unnoticed due to the continuous account supervision we provide. And you will always know the status of your investments through detailed reporting. We vigorously protect the confidentiality of your information as if it were our own. And we provide consistent, high level, responsive service.

  • Committed to a Select Few >

    We’ve established our practice to serve the long-term needs of a limited number of individuals and their families by seeking to meet their financial goals through:

     

    - Patient, unbiased consultations and objective plan design

    - Seamless implementation of established strategies

    - Consistent and disciplined execution

    - Continuous supervision and accountability

    - High level, responsive service

    - Creative, tax-sensitive investment management

Securities offered through

Raymond James Financial Services, Inc.,

400 Colony Square, Suite 525  //  Atlanta, GA 30361

T: 404.892.1995  //  F: 404.892.1970

 

Consolidated Planning Corporation through FINRA's BrokerCheck.

Barron’s recognition is based on quality of practice, philanthropic work, assets under management, revenue produced for the firm, and regulatory record.  Compiled by industry researcher R.J. Shook of the Winner’s Circle Organization.  Financial Times ranking is based on $150 million or more assets under management, asset growth, years of experience, industry certification, FINRA compliance record and online accessibility.  Forbes' Top 200 Wealth Advisors' ranking based on a minimum of seven years experience and a quantitative and qualitative algorithm designed by SHOOK Research weighing factors such as revenue trends, assets under management, compliance records, industry experience and best practices.  This award is bestowed by an independent third party organization not affiliated with Raymond James.

 

Consolidated Planning Corporation is independent of Raymond James. 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 not addressed on this site. Contact your local Raymond James office for information and availability.

Consolidated Planning Corporation | Raymond James | Mike Hines | Atlanta, GA
Consolidated Planning Corporation through FINRA's BrokerCheck.

A Disciplined Approach Helps You

Establish and Reach Your Goals

Consolidated Planning Corporation through FINRA's BrokerCheck.