Our Firm

Our Mission: The experienced professionals at Comprehensive Financial Group are committed to helping our clients achieve their most important, life-long goals. By using a comprehensive, goal-oriented planning approach, we help clients create and maintain wealth to help meet their current and future financial objectives.

 A Tradition of Commitment and Dedication: Our objective is to help you, your family and your business prepare for a secure financial future. To accomplish this, we take a step-by-step, consultative approach to personal and business planning that is designed to help identify and address your unique goals and objectives. We've combined the talents of well trained,experienced professionals who understand how to overcome potential roadblocks and build a program to help you achieve financial success. Combined, our associates have over 100 years of experience in the industry. You will benefit from this diverse team of financial professionals by having the most comprehensive, creative plan possible.

 A Consultative, Goal-Oriented Approach: At CFG, we know that no two individuals or business are alike. That's why we believe a consultative approach is critical to helping you identify and define your most important goals. Our approach consists of six steps: 1. Fact Finding about your current situation and future goals 2. Evaluating options and alternatives to achieve your goals 3. Recommending solutions and programs to help best meet your needs 4. Implementing the right program for you 5. Monitoring your program's performance 6. Periodically reviewing your program to evaluate and prioritize your goals

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

During the process, we carefully consider all the factors that may affect your program, particularly taxes and inflation, which, without proper planning, could have a devastating, impact on your ultimate goal. And, when appropriate, we will work together with your other professional advisors to ensure that we take care of your total financial needs.

 

 

Integrity and Commitment: One of the most important aspects of any relationship is trust. At Comprehensive Financial Group, we earn your trust. We are committed to providing you with the products and services that will address your specific needs and goals. You have worked hard to get where you are today. We work hard to help you get to where you want to be tomorrow and well into the future.