Your Futures Starts Here with Consortium Capital

Individual planning does not always mean individual planning. There is usually someone who depends or relies on you. What happens if all of a sudden some health reason or accident occurs and you can’t go to work tomorrow? Who will be affected and who will you need to depend on? These are the things we protect you from. We take care of the “what ifs” so you don’t have to rely on others. In addition with our individual planning we help you manifest your dreams into reality with protection, wealth accumulation and conservation with the proper ground work and execution.

Once upon a time, you would start in a company and work there for 40 years, then retire. Today, that’s not the case. Now you are on your own to learn and prepare your retirement planning yourself. Here at The Consortium, we want to be the one to take that daunting task from you, so you can focus on what matters most. By taking your goal and target date we can develop methods that are portable, flexible, and can adapt to your risk tolerance throughout your life.

*We can work with your CPA and or attorney, also provide you to one of our own if need be

Owning a business is like having another family and an extended family. It can be overwhelming and daunting. You are not only responsible for yourself, your business, and your family, but you’re also responsible for your employees and their family. Here at The Consortium, we help you navigate those waters with our abundant and diverse courses of action. While keeping your budget and risk tolerance in mind. We also evolve our plans to change and grow with you and your business.

Individual planning does not always mean individual planning. There is usually someone who depends or relies on you. What happens if all of a sudden some health reason or accident occurs and you can’t go to work tomorrow? Who will be affected and who will you need to depend on? These are the things we protect you from. We take care of the “what ifs” so you don’t have to rely on others. In addition with our individual planning we help you manifest your dreams into reality with protection, wealth accumulation and conservation with the proper ground work and execution.

One of the plans that have been overlooked in society is special needs planning. When you have a child with special needs there are a lot more risks involved in regards to their stability and financial future. We work together with special needs attorneys and the state to make sure your child will be taken care of if something happens to you or their caregiver. We want to make sure and protect your assets and your legacy to your other descendants without sacrificing the needs of the other child.

Managing a business also means helping your team prepare for the future. A well-structured 401(k) plan does more than check a compliance box—it builds trust, attracts talent, and supports long-term retention. At The Consortium, we help you create and maintain retirement plans that work for both you and your employees.

One of the most overlooked parts of running a business is planning for what happens when you’re ready to step back. Whether you’re handing the reins to a family member, selling to a partner, or exploring your options, we help you make the transition smooth, strategic, and financially sound.