We’ve revised the investment relationship model with the Consolidated Pay It Forward Promise. Unlike many other financial institutions, we invest in you, even before you have had the opportunity to work with us, by taking the time to research your current financial situation.

At Consolidated, we believe in a disciplined, visible approach to investing. Consolidated’s fee-based Pay It Forward proposition demands a genuine desire to help and educate. And as a fee-based financial planner, we fully disclose all fees in the advisory agreement.

Pay It Forward is available only to Consolidated’s Registered Investment Advisory clients.