As our name suggests, Comprehensive Wealth Strategies offers a holistic view of your entire financial life. We specialize in creating protection strategies that will help you reach your short and long term wealth goals.
Discover the services and products we offer in more detail, by exploring below.
Insurance
Let’s be honest. There are a lot of insurance products out there. But, chances are, most of them aren’t right for you. When you sit down with us, we will make sure you understand how different types of insurance policies work, how much they cost and why they may or may not fit your needs. With no hard sells or complicated jargon. We promise.
We can help you with:
- Life Insurance
- Disability Income Insurance
- Disability Overhead Expense Insurance
- Long-Term-Care Insurance*
Investing**
Investing isn’t easy. Doing it right takes plenty of hard work and discipline. Not to mention a thorough understanding of investing principles and financial markets. Which is precisely what we bring to each investment strategy we create.
Our investing services include:
- Brokerage Accounts
- Mutual Fund & ETF Wrap Programs
- Advisor Managed Portfolios
- Separately Managed Accounts
- Unified Managed Accounts
- IRA – Both Traditional and Roth
- SEP IRA
- Simple IRA
- Single K Retirement Plans
- 529 Plans
- Variable and Fixed Annuities
Financial Planning**
If you are like most people, you have a set of goals you hope to one day accomplish. More than likely, those goals are directly or indirectly tied to your financial life. From your first job to retirement, we will help you understand how much you should be saving, how you should be investing and what you can expect to have saved when you’re ready to stop working.
Our CFPs can help you in areas of:
- Retirement Planning
- Tax Planning
- 401(k) Planning
- 403(b) Planning
- College Planning
- Estate Planning
- Money Purchasing Plans
- Profit Sharing Plans
*Guardian or any of its subsidiaries offer Long Term Care Insurance
**Investments & Financial Planning are offered through Park Avenue Securities
