Your Retirement and Special Needs Financial Planning Firm
Welcome to Comprehensive Financial Planning Group, LLC!
Our firm of skilled professionals will help you discover the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Here you will find resources to help you gain a better understanding of the financial concepts behind special needs planning, insurance, investing, retirement, estate planning, and wealth preservation.
Contact us today to help you achieve your financial goals!
Newsletters
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Seeking Balance in a Mutual Fund
Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.
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Indexed Annuities: Growth Potential with Downside Protection
Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.
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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
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Need to Tap Your 401(k)? Proceed with Care
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
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Lease Payment
How much would your monthly lease payment be?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?