Paul Goldstein at Consolidated Planning, INC Clemson SC

Paul Goldstein at Consolidated Planning, INC Clemson SC /COMPLIANCE:2023-5307/

• Improved Level of Savings
• Improved Cash Flow Management
• Tax Efficiency Strategies*
• Protection Strategies
• Minimizing Debt Strategies
• Financial Balance® and Confidence

Hello, September! A new month means new opportunities, new goals, and new reasons to be grateful. As we welcome Septembe...
09/01/2026

Hello, September!

A new month means new opportunities, new goals, and new reasons to be grateful. As we welcome September, we're looking forward to cooler days, football, fall colors, and all the exciting things this month has in store!

September is also a great time for a fresh start. Whether you're focusing on your finances, protecting your family, planning for the future, or simply working toward a personal goal—there's no better time to take that next step than today.

Here's to a beautiful September filled with blessings, growth, and new opportunities! 🍁

What are you looking forward to most this month? Tell us below!

Are you ready for school—again?
08/27/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Women's Equality Day – August 26Financial independence is one of the greatest forms of empowerment.Whether you're buildi...
08/26/2026

Women's Equality Day – August 26

Financial independence is one of the greatest forms of empowerment.

Whether you're building wealth, planning for retirement, investing for your future, or protecting your family, every financial decision you make today creates opportunities for tomorrow.

Here's to strong women making strong financial choices.

Scan our code to set an appointment or call Paul at (864)650-1183

Imagine sitting down with yourself 20 years from now with a coffee.What would your future self  thank you for?Saving con...
08/24/2026

Imagine sitting down with yourself 20 years from now with a coffee.

What would your future self thank you for?

Saving consistently?
Buying adequate life insurance?
Creating an estate plan?
Starting to invest?
Paying off debt?

Every financial decision you make today is a gift to the person you'll become tomorrow.

What's one thing your future self would thank you for?

Take the guess work out of your future. Either scan our code to set up an appointment or call Paul at (864)650-1183

08/23/2026

Stop Limiting Yourself

Consolidated Planning Greenville is growing!

We’re looking for good advisors with a growth mindset who are ready to think bigger and build something more.

You can keep doing financial advising the same way you’ve always done it—and keep getting the same results.

Or…you can stop limiting yourself.

Stop putting a ceiling on what you believe is possible.
Stop working alone when you could leverage a team.
Stop accepting the same results when you’re capable of more.

We’re building a team, a culture, and an environment where good advisors can grow personally, professionally, and financially.

If you’re an advisor who knows you’re capable of more and wants to see what’s possible, let’s talk.

Consolidated Planning Greenville is growing—and we’re looking for the right people to grow with us.

Summer Is Winding Down…As routines return and calendars fill up, take a moment to check in on your financial goals.Ask y...
08/21/2026

Summer Is Winding Down…

As routines return and calendars fill up, take a moment to check in on your financial goals.

Ask yourself:
• What financial win am I proud of this year?
• What's one habit I want to improve?
• What goal do I want to accomplish before December?

There's still plenty of time to make this your strongest financial year yet.

Scan our code to set an appointment or call Paul at (864)650-1183

Paul Goldstein is more than just a pretty face... and our fearless leader.He's also one heck of a chef.Whether he's help...
08/19/2026

Paul Goldstein is more than just a pretty face... and our fearless leader.

He's also one heck of a chef.

Whether he's helping families plan for the future or cooking dinner for his own, he knows what matters most.

Because at the end of the day, family time is the best investment you'll ever make. ❤️

⛳️ IT’S TIME TO HIT THE LINKS FOR HELEN’S HUGS! 💕🏌️‍♀️Mark your calendars for October 8th and join us for the Helen’s Hu...
08/18/2026

⛳️ IT’S TIME TO HIT THE LINKS FOR HELEN’S HUGS! 💕🏌️‍♀️

Mark your calendars for October 8th and join us for the Helen’s Hugs Golf Tournament!

We’re looking for golfers, teams, and sponsors to help us make this year’s tournament a huge success! Every team that plays and every business that sponsors helps us continue our mission of supporting Happy Hooves Therapeutic Riding and the incredible work they do in our community. 🐴❤️

🏌️‍♂️ Want to play? Grab your friends, coworkers, family, or favorite golf buddies and put together a team!

💰 Want to sponsor? We have sponsorship opportunities available for businesses and individuals who want to make a difference while getting their name in front of our golfers and community.

Whether you’re swinging a club or sponsoring a hole, you’re helping us give a little extra HUG to those who need it most. 💕

📅 October 8th Boscobel Golf Club
⛳️ Helen’s Hugs Golf Tournament
🐴 Benefiting Happy Hooves Therapeutic Riding

📩 Interested in playing or becoming a sponsor? Send us a message today! Call Paul at (864) 650-1183

Let’s fill the course, have some fun, and make a difference together! ❤️

Financial Wellness Isn't About Being Rich.It's about feeling confident.✔️ Knowing where your money goes.✔️ Having saving...
08/14/2026

Financial Wellness Isn't About Being Rich.

It's about feeling confident.

✔️ Knowing where your money goes.
✔️ Having savings for emergencies.
✔️ Preparing for retirement.
✔️ Protecting the people you love.

Financial confidence starts with one good decision at a time.


Scan our code to set up an appointment or call Paul at (864)650-1163

Our team at Consolidated Planning was proud to participate in the Shriners Car Show and support an organization that mak...
08/12/2026

Our team at Consolidated Planning was proud to participate in the Shriners Car Show and support an organization that makes such a meaningful difference in the lives of children and families.

A heartfelt thank you to everyone who stopped by, shared a conversation, admired the incredible vehicles, and helped make the day a success. Community events like these remind us that we're stronger when we come together to support one another.

We're grateful to the Shriners for hosting such a fantastic event and for all they do throughout the year. We look forward to supporting future events and continuing to give back to the communities we proudly serve.

Address

133 Thomas Green Boulevard Suite 201
Clemson, SC
29631

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