Consolidated Planning Group

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Consolidated Planning Group is a family-owned, unique and holistic planning firm that centers around special needs. We are well connected within the special needs community and help families in Texas and nationwide, to navigate the vast, and sometimes confusing, special needs landscape. In addition, we are fully licensed financial advisors and insurance brokers, who help plan for retirement, and for the future of your special needs loved ones.. Three of our most popular personal financial planning services that we offer include;

  • Comprehensive Personal Financial Planning

  • Special Needs Consultative Services and Guidance

  • Social Security Maximization Analysis

You are invited to schedule a FREE financial planning consultation. We are actively taking bookings for November appointments now.

Feel free to make your appointment on this calendar link, give me a call (832-622-3220) or simply reply to this email.

Finally, please take a moment to explore our YouTube channel, if you haven’t already, where you can find several recordings of various special needs topics.


Andrew Morris, MBA
19901 Southwest Freeway

Sugar Land, TX 77479

832-622-3220 Direct
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Andrew Morris, MBA

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