One Point of Contact Making Relocating to Southern Oregon
Easy.
Step up and see how our complimentary relocation process works:
Call today for a brief phone conference with our Relocation Coordinator and our own staffed Planner. We can help identify your immediate needs and develop a scheduling plan that best fits your arrival. You will recieve our relocation info package within 6 days of this call.
Spend an hour or two developing a clear-cut "Life Plan" for your new home. Analyze things from a comprehensive and foundational posture, looking at areas like: Liquidity, Tax Strategy, Retirement Income, Estate Planning, Asset Protection and Investment Planning.
Implement your "Life Plan" by meeting with our various Local Partners, such as : Realtors, Builders, CPA, Attorney, Insurance Agent, etc.
“We arrived in Grants Pass last May. We were introduced to Consolidated Financial and their experts. First we briefly sat down with Consolidated's in-house Financial Planner who pointed us in the right direction for every aspect of relocating to Southern Oregon and who had all our appointments lined up. Once finished with the CERTIFIED FINANCIAL PLANNER™, we then met with a veteran realtor partner to search for a piece of property that would fit our needs. Once we found the land we were looking for, Consolidated then scheduled a meeting with a Designer and Builder. Consolidated helped us to find the best experts in their fields to simplified the whole process. Consolidated then helped us with taxes and CPA services through their Partner relationships. Consolidated was more than just professionals to us, they're now our friends.”
