Our Services

The Comprehensive Financial Associates, Inc. approach is client centered and begins with a conversation. When you visit our office you will have the opportunity to discuss with a financial consultant your immediate concerns. During the visit the consultants will ask a series of questions that will help them with understanding your personal financial situation. The client interview will assist your financial consultant in considering alternative solutions that will address your unique concerns.

At Comprehensive Financial Associates, Inc., because each of our clients has unique needs, we take a team approach to finding a tailored solution. This team approach allows us to specialize in specific areas. We think our clients deserve a knowledgeable professional who can address their concerns; whether it is retirement, education, estate or tax concerns, our goal is to work together and with your attorney and accountant to build a sound strategy to help meet your goals.

The areas we specialize in are:

• Retirement Plan (Qualified Employer) design and implementation
• Individual Asset Allocation and Investment Management
• Individual Retirement Review and Spending Policies
• Foundation & Endowment Asset Management
• College Education Planning (Section 529 Plans)
• Key Employee Deferred Compensation Plans
• Personal Risk Management (Life & Disability Insurance)

Because we are an independent financial services firm, we can be objective with our advice. In designing a strategy we will utilize investment tools such as mutual funds, variable annuities, and life insurance.