Personal Financial Planning

Financial planning is the ongoing process to help make sensible decisions about money and managing risk based on a review of an individual’s goals and objectives.  Rewards for proper planning can be immeasurable…

Financial Planning For Business Owners

Through our customizable strategies we help business owners seamlessly maximize their benefits from their business to meet their personal financial goals,  dreams  and objectives.

Employee Benefits and HR Consulting

Our solutions have been proven to enhance employee retention and moral.  We focus on  keeping costs in control while maintaining your  compliance with Heath Care Reform & Pension Legislation.


As executive consultants, one of our specialties is helping companies maximize performance through leadership development and human capital engagement.  We rely on the services of Comprehensive Financial…

David O. Schwartz President,
Executive Confidential

The people of Comprehensive Financial have enhanced the role of a financial counselor for us.  They’re a resource for all our employees.  Their 401(k) service and vast range of investment options increase the competitiveness of our benefits plans..

Kip Bedell
Founding Wine Maker, Bedell and Corey Creek Vineyards

Comprehensive Financial has helped me plan for my retirement and future insurance needs, so I can enjoy my life and provide a financial legacy for my children and grandchildren.

Rose Fitcher

These testimonials may not be representative of the experience of other customers and there is no guarantee of future performance or success.

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