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Consolidated Planning, Inc.

2725 Devine Street Suite 100

Columbia, SC 29205

Phone: (803) 661-6183

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Office: (803) 661-6183

2725 Devine St

Suite 100

Columbia, SC 29205

Insurance, Securities

ghelman@cplanning.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive, Suite 200 Charlotte, NC 28210. (704) 528-507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning Inc. is not an affiliate or subsidiary of PAS or Guardian.

AR Insurance license #s: Helman-3338180, Long-8055108

CA Insurance license #s: Helman- 0K22861, Long-0K24687

Guardian and its subsidiaries do not issue or advise with regard to student loans.

National Association of Insurance and Financial Advisors is endorsed by but not affiliated with Guardian or its subsidiaries. Members must pay an annual fee. This association is unaffiliated with my advisory business.

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CFP® Professional Important Disclosures

2022-138525 (Exp. 5/24)