A complete list of active advisors currently associated with Comprehensive Financial Planning, Inc.

Warmer can help you find a great advisor at Comprehensive Financial Planning, Inc. or one who fits your needs even better.

Comprehensive Financial Planning, Inc. works with individuals (including high-net-worth clients), pension and profit‑sharing plans, business entities, trusts, estates and charitable organizations, providing discretionary and non‑discretionary portfolio management, retirement plan consulting, and standalone financial planning and consulting. The firm’s offerings include ongoing asset management through a managed portfolio program, retirement plan services and participant education, and traditional financial planning engagements. The firm’s managed portfolio program emphasizes intermediate‑to‑long‑term asset allocation, combining charting (including 100‑ and 200‑day moving averages), fundamental and technical analysis, and ongoing monitoring, with semi‑annual account reports and a market newsletter to communicate its outlook. Engagements begin with a background interview and analysis of a client’s financial picture and the firm coordinates recommendations with clients’ other professionals; it also provides non‑discretionary retirement plan consulting and acts as a fiduciary under ERISA §3(21) for plan sponsors when engaged. Notably, several of the firm’s representatives are licensed insurance agents and the firm may recommend and implement insurance‑related products on a commission basis, a practice the brochure identifies as a potential conflict of interest and discloses to clients. The firm also discloses that it may pay promoters or referral sources under the Marketing Rule and provides written disclosure of such relationships and the firm brochure to prospective clients, and it is affiliated with an independent employee benefit consulting firm for additional plan services.

To learn more about the advisors currently working at Comprehensive Financial Planning, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.