William McClanahan

About William McClanahan

I talk to a lot of people who\'ve done everything right—built careers, raised families, earned well—and still feel like they\'re guessing when it comes to their financial future.That gap between where you are and where you want to be? It\'s usually not as wide as it feels. Most of the time, it comes down to having a real plan and someone to help you stay the course.That\'s where I come in. I help people get honest answers to the questions they\'ve been carrying around, and we build a plan that actually fits their life—not some template.When I say plan, I mean the whole picture. Investments, insurance, retirement accounts, how you\'ll eventually step away from work—all of it connected, all of it working together. At Consolidated Planning, comprehensive isn\'t a marketing term. It\'s just how we do things.If you\'ve been putting off this conversation, I get it. But I\'d love to hear your story whenever you\'re ready. Let\'s talk./COMPLIANCE:20•••90/

Experience

1. Financial Advisor

   Consolidated Planning, Inc.

   Feb 2021 — Present · US

   I help clients organize their financial worlds, protect themselves and their families, and ultimately set themselves on a course towards achieving true prosperity as they define it. I do this through a series of steps- Vision Builder- Data Clarifier- Protection Analysis- Strategic Alignment- Tactical Alignment- Impact and EvaluationEach of these steps is designed to make sure there is no stone unturned in a client\'s financial life. We use this process to relieve stress, provide organization, and a financial roadmap for clients to meet their personalized goals.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. CP Planning Group, Inc. is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Education

• Campbell University

  Trust Management, Financial Planning

  2002 — 2006