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

Consolidated Planning Corporation | Raymond James | Atlanta, GA

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.

Winner’s Circle, a Barron’s research organization, produced the rankings based on data provided by over 4,000 individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. Among the factors considered for the rankings are assets under management, revenue that the advisors generate for their firms and the quality of their practices. Data points that relate to quality of practice include length of service, designations held, services beyond investments offered including estates and trusts, and an evaluation of each advisor’s regulatory record etc. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.  The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM). The FT then invited a list of just under 1,000 advisors to complete a survey used to obtain more information on the advisors practices. 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.   The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on the ranking.  Final list of the top 200 (2016) or 250 (2018) Advisors  was then compiled based upon the quantitative criteria.  Raymond James is not affiliated with Forbes or Shook Research, LLC.  This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.

 

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.