Comprehensive Finanacial Planning
Comprehensive Financial Planning Services, Corp was founded in 1984. We provide financial planning, investment advisory, asset supervisory and tax preparation services. All of our planning professionals have met the examination, experience, and; ethics requirements to earn and maintain the CFP certification mark. We operate under a fiduciary standard, which means we are always looking out for your best interest. Our focus is on maximizing the return on your investments. We have been a registered investment advisor since 1987. You will benefit from our over 100 years of combined experience.
Call us at (317)228-6222
Comprehensive Financial Planning Services
FINANCIAL PLANNING IS A PROCESS of understanding the Stages & Transitions in LIFE, to crystallize short & long-term goals and to identify the RISKS that will derail an otherwise good FINANCIAL PLAN
* Put our 100 years of combined experience on your team.
* Truly independent & unbiased advice.
* Efficient investment account services.
* Strategies to avoid the cost and time of the probate system.
* Pass your Estate to Whom you want, When you want, How you want, and at the lowest possible cost!
* Guidance to meet your retirement goals
Brent Emerick, CFP President
Brent is the founding and current President of Comprehensive Financial Planning Services Corp, est. in 1984. He was securities licensed during college in 1971, and has been an NASD General Securities Principal since 1987. During the first ten years after graduating with a B.S.E.E in 1973 from Valparaiso Technical Institute (also attending Valparaiso University and Indiana Purdue University in Indianapolis, IN.) he became a State Director for Financial Planning Services Corp. Brent received his Certified Financial Planner (CFP®) designation from the College for Financial Planning in 1986. Brent was the founding President and then Chairman of the Institute for Financial Planners (ICFP) in Indiana in 1986. As board Chairman he was instrumental in the merger of the Indiana chapter of the International Association of Financial Planners (IAFP) and the ICFP into the (current) Financial Planning Association of Greater Indiana. He served full terms as President Elect, President, and Chairman of the Board. Brent serves as a board member for the Indiana Center for M.S. and also serves on the Past Finance Advisory Board for the Miller College of Business at Ball State University. Brent is active in his church and the community.
Ivy Emerick, CFP Director of Investment Managment
Ivy has over 24 years of experience in the securities industry. Mrs. Emerick received a BS Degree from the Philadelphia College of Bible in 1968. She worked with the Taylor University Dept of Financial Aid and the Family Estate Planning Institute in Annapolis, Maryland. From 1984 to 1990 she was Account Executive Vice President for Circle Financial Planning DBA Money Concepts. In 1990 she earned her CFP® Certified Financial Planner designation. Ivy has been Director of Investment Services since 1990 with Comprehensive Financial Planning Services, Corp. Ivy has served in the mission field for her church in Europe, Africa, the Caribbean and Hong Kong. She has also served as Secretary for the Central Indiana Youth for Christ Board of Directors.
Annette Leath Operations Manager
Prior to joining Comprehensive Financial Planning Services Corp., Annette coordinated twelve teachers and the school activities for over 120 attendees at Mount Zion Day Care. Annette also handled all of the state program book keeping for the center. She continued her work in early childhood education at Holy Angels Catholic School. Annette became part of our team as the office secretary in 2003. She earned her recent promotion to Operations Manager through the continued development of her professional skills during her five years with the firm. Annette is currently pursuing her Bachelor’s degree in business administration at Indiana Wesleyan University. She is actively engaged in volunteering in the Lawrence school system.