CONSENSUS [kuhn-sen-suhs] noun,
An inclusive process where a group of specialists come to an agreement on how to move forward to achieve desired results, goals and outcomes.
ADVANCED PLANNING STRATEGIES FOR HIGH INCOME & HIGH NET WORTH CLIENTS
WHO WE SERVE
Unique Challenges Require Unique Solutions
We work with the advisors of high-income, high net worth clients to achieve the specific financial outcome that they desire. We value and orchestrate the collective input of financial advisors, CPA's, Tax and Estate Attorneys and other professionals to find unique solutions for the unique circumstances that high income, high-net worth individuals face.
WHAT WE DO
With the right kind of guidance and support, your wealth can last for generations
Whether it is dramatically reducing client taxes, helping reduce the erosion of their net worth due to estate taxes, planning for the sale or succession of a business, charitable giving strategies, etc., we have proven expertise in these areas. Balancing long-term savings strategies with short-term liquidity needs.
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WHO WE ARE
Your planning needs are anything but typical and by no means simple
Success in any pursuit, whether it is a professional athlete or running a team of business professionals, It takes commitment, dedication and a long term vision to reach the pinnacle of your profession. We can show you how to apply that same philosophy to your retirement, tax, and estate planning. Together, we'll build a plan to provide for you and your family in the future, no matter where your career leads you.
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Consensus Consulting Group has amassed years of institutional hands-on experience serving a broad client base. We live and breathe the complexities and unique needs of our clients in order to help them achieve their personal and business goals. Many of our sports clients have had very successful, yet short lived careers and found it critical to seize every financial planning opportunity.
From working with almost every NFL franchise nationwide, countless professional athletes, senior leadership and coaches at over 100 Universities and a multitude of highly paid executives and business owners, we have the experience to come alongside clients and their advisory team to walk through dynamic strategies that most people just haven't been exposed to.
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Join the many…who have chosen to put their trust in The Consensus Group.
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