Worried that your financial strategy is missing something?

We’re here to help you feel confident in your financial future.

At Comprehensive Financial Consultants,

we walk with you “Every Step of the Way” to help ensure your path toward retirement confidence is clear, meaningful and free from obstructions. Our priority is to help you minimize risk and discover new, sensible growth opportunities.

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Step 1: Strategize

Our initial meeting is all about getting to know you and your current financial situation. We’ll discuss your goals and concerns and explain how Comprehensive Financial Consultants can help you achieve and address them. We’ll also review where you stand in five key retirement areas:

  • Income planning
  • Investment planning
  • Tax planning
  • Health care planning
  • Legacy planning

Step 2: Design

Here’s where we do a deep dive into your current portfolio, identify areas of potential weakness and suggest solutions to those problems. Comprehensive Financial Consultants will also provide thorough feedback through:

  • Risk Analysis
  • Cost Analysis
  • Income Analysis
  • Tax Analysis

If a mutual commitment is reached, we’ll begin work right away to develop and optimize your custom financial plan.

Step 3: Implement

This third meeting is all about hammering out the details of your retirement income and investment plans. Together, we’ll take an advanced look into your tax, health care and legacy strategies before reaching the exciting next step: implementation.

Step 4: Future Steps

Welcome to the Comprehensive Financial Consultants family! After reiterating structure and expectations to help ensure nothing is lost in translation, we’ll be ready to fully onboard you as a client. This step goes beyond our fourth consultation — we’ll establish a schedule for predetermined reviews and take the first step toward key advanced planning that can take your retirement to the next level.

Every Step Of The Way

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Step 1: Discover

Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

  • Income planning
  • Investment planning
  • Tax planning
  • Health care planning
  • Legacy planning
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Step 2: Diagnose

Here’s where we do a deep dive into your current portfolio, identify areas of potential weakness and suggest solutions to those problems. Comprehensive Financial Consultants will also provide thorough feedback through:

  • Risk Analysis
  • Cost Analysis
  • Income Analysis
  • Tax Analysis

If a mutual commitment is reached, we’ll begin work right away to develop and optimize your custom financial plan.

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Step 3: Develop

Here’s where we do a deep dive into your current portfolio, identify areas of potential weakness and suggest solutions to those problems. Our comprehensive financial consultants will also provide thorough feedback through:

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Step 4 (and future steps): Deliver

Welcome to the Comprehensive Financial Consultants family! After reiterating structure and expectations to help ensure nothing is lost in translation, we’ll be ready to fully onboard you as a client. This step goes beyond our fourth consultation — we’ll establish a schedule for predetermined reviews and take the first step toward key advanced planning that can take your retirement to the next level.

Explore Your Financial Toolbox

Are you using the right tools and strategies to get you from here to your financial goals? We’ll help you navigate the options.

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Retirement Income Strategies

Unlike the working years, when you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.

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Wealth Management

We offer a suite of services to affluent clients who are looking for a holistic approach to their financial future, all in one place. We’ll help you with comprehensive guidance to help reach the goals and dreams you’ve been envisioning.

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Annuities

Annuities are financial tools that can help you create a stream of income that you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.

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Investments

Whether you prefer to “set it and forget it,” or you want to more actively participate in your investments, we can help you design an investment strategy that matches your risk tolerance and goals. And we know that risk tolerance changes as life happens — so we plan for that, too.

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IRA/401(k) Rollovers

We can help you evaluate your current IRAs and 401(k)s to determine if a rollover is appropriate for your situation. Whether you’re looking to access the tax-advantaged options a Roth IRA provides, to consolidate accounts or to explore other savings avenues, we can help.

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Asset Protection Strategies

We keep our eyes on the horizon so you can enjoy your retirement. We’ll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

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Life Insurance

Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.

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Tax-Efficient Strategies

Taxes can take a bigger bite out of your retirement income — or your legacy — than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan, so more of your hard-earned dollars go to you and your loved ones.

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IRA Legacy Planning

How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone. We can help you understand and employ strategies to help ensure your assets are passed to those people or causes you love.

We can also refer you to professionals who provide the following services:

  • Trusts

  • Probate

  • Charitable Giving

  • Estate Planning

  • Tax Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Take the First Step Today

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

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