Financial Planning Solutions

Welcome to our Financial Planning Solutions page. 

 

 

 

At Comprehensive Financial Solutions (CFS) we have assembled a Team of experienced, highly qualified professionals who have been helping families realize their financial goals for over 25 years. Our financial advisors are independent and can offer solutions from many sources; they do not have sales quotas. Our financial planning and investment advice is carefully developed with the client's best interest in mind - the client always comes first! Our Team is committed to exceptional client service and currently serves over 1,000 clients throughout the US. Securities and Advisory Services offered through Cetera Advisors LLC of Denver, CO, member FINRA / SIPC. CFS is independent of Cetera Advisors LLC.

 

To establish trusted, long-term relationships with our clients and help them prudently manage their financial resources.

 
To be the most trusted and respected financial services firm recognized by our clients for delivering excellence in everything we do.  Maintaining exceptional standards helps grow our business and creates value over the long-term.
 
  1. To help identify your goals and then develop and implement a sound financial plan.

  2. To help you protect and preserve your wealth while generating retirement income.

  3. To help protect your family and see that your ultimate wealth legacy is in place.

 

   
   
  1. Develop a personalized strategy to help you reach your goals.

  2. Identify risk.

  3. Evaluate and choose the alternatives most appropriate for you.

  4. Stay abreast of market conditions.

  5. Manage adminstrative details.

  6. Provide regular financial check-ups.

CFS Comprehensive Financial Solutions Brochure
Learn more about our firm, mission, and approach through our brochure.

Social Security Administration
Get up to date social security information with a My Social Security Account.

 
 

We have extensive experience and expertise in structuring retirement income solutions for our clients, especially in the area of IRC Section 72(t).  72(t) is ideal for early retirees and permits penalty free distributions from retirement accounts prior to age 59 ½.

 
  • Financial Planning

  • Asset Management

  • Risk Mitigation

  • Fixed and Variable Insurance Products

  • Direct Participating Investments / Private Placements

  • Managed Futures

  • Life Insurance

  • Long-Term Care

  • 401(K)oach™

  • eMoney Wealth Management Solutions - Account Aggregation Services