Your Futures Starts Here with the Consortium

Individual planning doesn’t always mean planning for just yourself. In most cases, there’s someone who depends on you. What would happen if, suddenly, a health issue or accident prevented you from going to work tomorrow? Who would be affected—and who would you need to lean on? These are the “what ifs” we help protect you from. Our job is to make sure you have a plan in place so you don’t have to rely on others when life takes an unexpected turn. With our individual planning services, we help you turn your goals into reality—through thoughtful protection, smart wealth accumulation, and long-term preservation, all built on a foundation of solid strategy and execution.

There was a time when you could join a company, work there for 40 years, and retire with confidence. That’s no longer the norm. Today, the responsibility of planning for retirement falls squarely on your shoulders—and navigating it alone can feel overwhelming. At The Consortium, we’re here to take that weight off your plate so you can focus on what matters most. By understanding your goals and your ideal retirement timeline, we craft strategies that are flexible, portable, and aligned with your risk tolerance—no matter where life takes you. We’re also happy to collaborate with your CPA or attorney—or connect you with one of our trusted partners if needed.

Owning a business is like having a second family—sometimes even an extended one. It can be both rewarding and overwhelming. As a business owner, you’re responsible not only for yourself, your family, and your company, but also for your employees and the families who rely on them. At The Consortium, we help you navigate these complex responsibilities with a wide range of strategic solutions tailored to your needs. We take your budget and risk tolerance into account every step of the way, and as your business evolves, our planning evolves with you—ensuring you’re always positioned for growth, protection, and peace of mind.

One of the most often overlooked areas of financial planning is special needs planning. When you have a child with special needs, there are additional risks and long-term considerations—particularly when it comes to their stability and financial future. At The Consortium, we work closely with special needs attorneys and state programs to ensure your child will be cared for, no matter what the future holds. Our goal is to help protect your assets and preserve your legacy for all your descendants—without compromising the unique needs of your child with special needs.

Managing a business also means investing in your team’s future. A thoughtfully designed 401(k) plan does more than meet compliance requirements—it builds trust, attracts top talent, and encourages long-term employee retention. At The Consortium, we partner with you to design and manage retirement plans that align with your company’s goals while supporting your employees’ financial well-being. Our plans are built to be sustainable, compliant, and competitive—so you can focus on growing your business with confidence.

One of the most commonly overlooked aspects of running a business is planning for your eventual exit. Whether you’re passing the torch to a family member, selling to a business partner, or exploring other transition options, having a clear plan is essential. At The Consortium, we help make that transition seamless, strategic, and financially sound—so you can step back with confidence, knowing your legacy and your business are in good hands.