What We Do

We specialize in people. While keeping our clients needs and aspirations at the forefront of what we do, we are able to deliver a myriad of services. We help individuals, families, and small businesses make informed financial decisions.

Retirement Planning

We create Retirement Income Plans unique to each of our clients needs. After a plan is in place, we walk beside our clients every step of the way.

Multi-Generational Planning

Years of experience have prepared us to guide you through your life transitions. Creating a plan to transfer wealth to the next generation. Estate Planning is the foundation of a family's legacy.

Insurance Planning

Uncertain situations in life require planning and protection. We can help you determine if insurance is a tool that would help protect your family's legacy.

Investment Management

Your investments should be designed to help you on your journey. Growing your wealth requires patience with time-tested strategies. We will help build long-term profitability through short-term planning.

Education Planning

Help your children and grandchildren plan for their education expenses with the tax advantages of a 529-Plan.

Securing Your Financial Future

Fruitful financial planning starts with solid relationships. At Comprehensive Financial Consultants, we work alongside our clients as strategic partners. Through understanding the full picture of your life, we align our processes to match your best interests in achieving your financial goals.

While applying the personalized attentions only a boutique advisory firm can provide, we have access to products from the world’s leading institutions. We recommend strategies that are free from any conflicts of interest and based exclusively on your needs. We believe your goals, business commitments and family situation deserve unique solutions that are customized to you and adaptable to change. When your life evolves, so should your strategies.