Consolidated Financial Services

Welcome to Consolidated Financial Services

Your partner in secure financial futures

At Consolidated Financial Services, we understand that planning for the future is essential. Our dedicated team specializes in tax-free retirement planning, college funding strategies, and life insurance solutions that include living benefits. We are committed to helping you navigate the complexities of financial security with clarity and confidence. Whether you’re preparing for retirement, funding your child’s education, or ensuring peace of mind through life and funeral insurance, we are here to guide you every step of the way. Experience a personalized approach to financial planning that prioritizes your unique needs and aspirations.

Let's secure your financial future together

Financial services we provide

From personalized consultations to tailored insurance solutions, we work closely with you to create a comprehensive financial plan that aligns with your goals. Discover the benefits of our expert guidance and dedicated support.

Tax-free retirement planning

Our Tax-Free Retirement Planning service is designed to help you maximize your savings while minimizing tax liabilities. Our experienced advisors will work with you to develop a strategy that ensures a comfortable and secure retirement.

College planning

With our College Planning service, we assist families in creating effective savings strategies to fund higher education. Our team provides insights on financial aid, scholarships, and investment options to make college more accessible.

Life insurance with living benefits

Our Life Insurance with Living Benefits service offers you peace of mind knowing that you are protected while also having access to funds during your lifetime. We ensure that your policy meets your needs today and tomorrow.

Contact Us

Location

132 W Nees Ave Ste. 106 Fresno CA 93711

United States