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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Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Qualified Charitable Distributions
Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
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Three Lessons from Retirees
A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.