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 pursue your financial goals!
Newsletters
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Watch for These Hazards on the Road to Retirement
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
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Treasury Yields Off 17-Year Highs
While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.
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Life Insurance in Retirement
Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.
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FAFSA for 2025-2026 School Year Opens December 1
Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.
Calculators
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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 73.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.