PROVIDING INNOVATIVE AND PRACTICAL FINANCIAL PROGRAMS

We all have ideas of where we would like to be as time goes on.  What comes to mind when you imagine your future?  Where do you see yourself?  Your family?

Are you on the right path today for your future tomorrow?  By taking a few strategic steps now, you may shorten the path to your goals and help ensure your financial security.

With a customized strategy based on your goals, you are well positioned to turn knowledge into actionable results.  The members of Comprehensive Financial Strategies offer an extensive array of products and service alternatives to help implement your desired course of action, including:

           Wealth Accumulation & Retirement Planning

            Executive Benefit & Deferred Compensation Plans

            Financial Planning & Asset Management

            Employee Financial Planning & Seminars

            Risk Management

            Estate Planning & Wealth Preservation

            Employee Benefit Plans (Pension & 401(k) implementation)

            Business Succession Planning

            Long Term Care

As a client of Comprehensive Financial Strategies, you’ll have access to:

  • Education on a wide variety of financial subjects to help you make informed decisions
  • A wealth of online resources, tools and account management options
  • An open network of produce and provider selection
  • Investment management services and mutual funds from numerous investment companies, and financial products from a large selection of insurance companies
  • Assistance to help you build an integrated portfolio matched to your priorities

We pride ourselves on the lifelong relationships we’ve developed with our clients.  We will be there to work with you to adjust your financial strategies when life events, the economic environment, or legislative changes affect your situation.  As a result, you can feel in control of your financial well-being and confident that you are doing all you can to prepare for your future.