We use cutting edge market research and relative strength analysis to monitor your portfolio and ensure appropriate diversification. Our goal is to increase your bottom line.
- Quarterly review and reporting, clearly demonstrating your Net Internal Rate of Return
- Actively manage personal assets and retirement plans (401k, IRA, 403b, college 529, investments & other retirement plans)
- Planning for retirement cash flow and taxes
- Monitor IRS Required Minimum Distributions (RMD)
- Manage account allocation
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The professionals at Comprehensive Financial Planning are here to help you prepare for the future. Let us help you develop a plan to get you where you want to go in life.
Ivy Emerick, CFP® Our unbiased expert advisers oversee your assets -always serving in your best interest.