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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Closed-End Funds May Offer Higher Income
Discover why closed-end funds may offer potentially higher income streams than traditional mutual funds holding similar securities.
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Avoiding Probate with a Transfer-on-Death Deed
Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
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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.
Calculators
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Lease Payment
How much would your monthly lease payment be?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.