You Need More Than a Generic Financial Plan Caring for a family member with special needs comes with questions most advisors never had to answer. We bring tax preparation, financial planning, and investment management together under one roof so your family gets a coordinated strategy. Let’s...

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Crystal started her financial career in the banking industry in 2002. After 6 years in the banking world and after graduating from Texas State with a degree in Business Management she joined Northwestern Mutual as a Financial Representative. Over the years she has held many roles serving clients as well as serving on l...

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Consolidated Planning Group is here to support your family with special needs as you plan for the future.  If you are concerned about the financial future of your child with a disability, reach out for a conversation.  We are here for you! As a National Social Security Advisor, we will answer...

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