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

Today is Tournament Day! We are honored to come together for the Helen’s Hugs Golf Tournament—a day dedicated to remembe...
10/08/2026

Today is Tournament Day!

We are honored to come together for the Helen’s Hugs Golf Tournament—a day dedicated to remembering Helen and supporting the meaningful work carried forward in her memory.

We are incredibly grateful to all of our players, sponsors, volunteers, and supporters who have made today possible. Your generosity and commitment help make a lasting impact.

We look forward to a wonderful day of fellowship, friendly competition, and supporting a cause that means so much to our community.

Thank you for being part of Helen’s Hugs.

10/07/2026

⛳️ Helen’s Hugs Golf Tournament is TOMORROW!

We’re excited and ready to have a great day! We still have room for a few more teams, so come out, play some golf, have some fun, and help us raise money for special-needs children in the Upstate.

Don’t miss out! Grab your team and come join us! 🏌️‍♂️❤️

World Financial Planning Day | October 7Financial planning isn't just about numbers—it's about the life you're working t...
10/07/2026

World Financial Planning Day | October 7

Financial planning isn't just about numbers—it's about the life you're working toward.

Whether you're saving for a first home, preparing for retirement, protecting your family, or simply trying to feel more confident about your financial future, having a plan can help bring clarity to your goals.

Today is a great reminder to take a step back, look at where you are, and think about where you want to go next.

Your goals matter. Your future matters. And a plan can help connect the two.
Please contact Paul at (864)650-1183 or scan our QR code to set up an appointment.

Medicare Open Enrollment begins October 15!It’s time to review your Medicare coverage for the year ahead. Plans, costs, ...
10/06/2026

Medicare Open Enrollment begins October 15!

It’s time to review your Medicare coverage for the year ahead. Plans, costs, providers, prescriptions, and benefits can change from year to year—so the plan that worked well for you this year may not be the best fit for next year.

During Open Enrollment, take some time to:
✅ Review your current coverage
✅ Compare plan costs and benefits
✅ Check your prescription coverage
✅ Make sure your doctors and medications are covered

Open Enrollment runs October 15–December 7, with changes taking effect January 1, 2027.

Don’t wait until the last minute. A little time reviewing your options now can help you head into the new year with greater confidence.

🗓️Medicare Open Enrollment Begins October 15 🗓️Whether it’s for yourself, a parent, or someone you care about, Medicare ...
10/02/2026

🗓️Medicare Open Enrollment Begins October 15 🗓️

Whether it’s for yourself, a parent, or someone you care about, Medicare Open Enrollment is the window to review coverage and explore options for the upcoming year.

💡Remember, you can change your Medicare elections every year. If your needs have changed, it's worth reviewing to see if another option would be better. If you’re unsure where to start, now’s the time to ask questions and get the facts.

🗓️ Deadline: December 7 🗓️

🔍 Mark your calendar and double-check your current coverage before time runs out.

October is National Financial Planning Month! While you're enjoying pumpkin patches, football, changing leaves and all t...
10/01/2026

October is National Financial Planning Month!

While you're enjoying pumpkin patches, football, changing leaves and all the fun that comes with fall, take a little time to check in on your financial goals, too.

A new season can be a great time for a fresh look at your financial future.



“I’m so glad I live in a world where there are Octobers.” — L.M. Montgomery

We still have openings for the Helen's Hugs Golf Tournament on October 8th! If you are interested in putting together a ...
09/30/2026

We still have openings for the Helen's Hugs Golf Tournament on October 8th! If you are interested in putting together a team please call Paul!
(864)650-1183

Before the holidays arrive and the year winds down, take a moment to ask yourself:🍂 Am I still on track for my goals?🍂 I...
09/28/2026

Before the holidays arrive and the year winds down, take a moment to ask yourself:

🍂 Am I still on track for my goals?
🍂 Is my family adequately protected?
🍂 Have my financial needs changed this year?
🍂 Is there anything I should be doing before the end of the year?

Sometimes a small financial check-in today can make a big difference tomorrow.

New season. Fresh perspective. Same goal: building a future you feel good about.
If you'd like to schedule an appointment with Paul please either call (864) 723-6794 or scan our QR code.

There’s still time to get your team together and join us for the Helen’s Hugs Golf Tournament on October 8th! ⛳️Come enj...
09/23/2026

There’s still time to get your team together and join us for the Helen’s Hugs Golf Tournament on October 8th! ⛳️

Come enjoy a fun day on the course while supporting an incredible cause and helping us continue Helen’s legacy of love, kindness, and giving back.

Whether you’re a seasoned golfer or just looking for a great day with friends, grab your team and come be part of something special!
Contact Paul Goldstein for any questions or to sign up!
(864)650-1183

September is Life Insurance Awareness Month!Who needs life insurance? The answer may be simpler than you think.If someon...
09/18/2026

September is Life Insurance Awareness Month!

Who needs life insurance?

The answer may be simpler than you think.

If someone depends on your income, your care, or your support, it's worth having the conversation.

Life insurance isn't just for parents with young children. It can be important for spouses, business owners, single parents, and even those planning their legacy.

Don't wait until you need it to start thinking about it.
Give Paul a call to get the ball rolling!
(864)650-1183

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133 Thomas Green Boulevard Suite 201
Clemson, SC
29631

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