Comprehensive Financial Planning is more than the active management of investments. Has been in business for over forty (40) years and is an experienced independent Registered Investment Advisor (RIA). Comprehensive Financial Planning, Certified Financial Planner have the following estate planning documents drafted: (1) Health Care Power of Attorney, and (2) Financial Power of Attorney.
It is more than the creation of a retirement plan and it goes well beyond regular check-ups of a portfolio. Truly Comprehensive Financial Planning is the act of planning. Provides access to an independently produced checklist from the National Association of Personal Financial Advisors and video from Marketwatch to help consumers select the right Financial Advisor.
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