Consolidated Planning Inc

We are a local company that caters to individuals that are either nearing retirement or already in retirement. Our speciality is assiting people in selecting the right Medicare coverage, whether it is a Medicare Advantage Plan or Medicare supplement. Because we are independent we are able to give un-bias advice regarding which plan to choose. Being independent allows us to choose among the many available carriers that are right for your needs.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Winston Salem, NC area, Roger Calhoun will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.