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Goal-Based Planning and Streamlined Processes

In building the most powerful financial strategy for you, we utilize a planning-based process to get to know you, your goals, and your financial literacy. Our process has taken years to develop and is always evolving in order to provide the best client experience possible. 

Together, we can help you make the right decisions today so you can be prepared for tomorrow.

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It’s time to work with an advisor who cares. You’re not just a number to us. You’re family.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Our Advantage 

We cut through the noise and make it simple for our clients by serving as their fiduciary. We are completely independent and our business is built around the relationships we’ve fostered over the years.

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Personal Wealth Strategies 

With confidence, you'll be able to enjoy the freedom that financial wellness can bring. By organizing your goals and assets, you’ll be able to see the whole picture and make sound decisions accordingly.

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Our Corporate Focus 

In addition to personal wealth planning, Comprehensive Financial Associates also focuses on helping plan sponsors structure their qualified retirement plans.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.
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