Comprehensive Wealth Management

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General Info

Comprehensive Wealth Management is a financial planning firm that offers coordination of our clients Estate, business continuity, investment, insurance, tax, retirement, and accumulation planning. We are a totally independent fee and commission based financial planning firm with 23 years of experience in the financial planning process. As a Registered Investment Advisor and a fully licensed insurance general agent we are able to supply a wide array of investment management tools and products and shop over 30 of the best insurance companies to assist our clients in finding financial solutions to support their financial planning objectives. Call us for a no cost, no obligation review of your current financial plan.

Services/Products

Financial Planning is a process which consist of the coordination existing estate, business continuity, income tax, fringe benefit, retirement, investment,accumulation, and long term care planning. Planning is offered on a fee basis. We can provide a wide array of investment tools and annuity products as well as life, health, disability, and long term care insurance products shopped from over 30 of the best investment and insurance companies and tailored to the client's individual circumstances.

Categories

Financial Planning Consultants, Annuities & Retirement Insurance Plans, Investment Management, Life Insurance, Long Term Care Insurance

Details

Phone: (678) 464-7508

Address: PO Box 2806, Peachtree City, GA 30269