Financial investments have one objective-to build wealth. Comprehensive Financial Planning's Wealth Management Service is fee-only, and the fee-only standard provides a fiduciary service to the client and eliminates the conflicts of interest inherent to commissioned advisors and brokerage accounts.
Choosing the right person to provide you advice and manage your finances just got easier. Comprehensive Financial Planning, Inc. provides access to an independently produced checklist from the National Association of Personal Financial Advisors and video from Marketwatch to help consumers select the right Financial Advisor.
Choosing the right person to provide you advice and manage your finances just got easier. Comprehensive Financial Planning, Inc. provides access to an independently produced checklist from the National Association of Personal Financial Advisors and video from Marketwatch to help consumers select the right Financial Advisor.
Services
COMPREHENSIVE FINANCIAL PLANNING, INC. is a private, sole-proprietor business founded in 2003. The company is based in Durango, Colorado and serves clients in the Four Corners region and beyond. The company adheres to all standards of the National Association of Personal Financial Advisors and the NAPFA fiduciary oath and codes of conduct.
Stan Johnson can answer your financial questions, explain options and give you specific advice backed by years of experience serving clients throughout the Four Corners area and beyond. Check out Stan's advice quoted in Fortune Magazine, and in his article featured in the Durango Herald. When should you draw on Social Security and other state or federal retirement plans to maximize your benefits?
Being independent and fee-only enables me to access the whole universe of investment options and make the best choices for my client without being influenced by financial firms selling high-cost products. Our Wealth Management service is a financial planning-based Investment Management service.
In order to access the Wealth Management Service, clients are required to first participate in the comprehensive Financial Planning Service with at least a Basic Plan.This process helps insure your financial house is in order and provides the foundation for all our investment decisions.
In order to access the Wealth Management Service, clients are required to first participate in the comprehensive Financial Planning Service with at least a Basic Plan.This process helps insure your financial house is in order and provides the foundation for all our investment decisions.
Comprehensive Financial Planning provides Investment Management Services for 401(k) and other types of company retirement plans, such as 403(b) plans for non-profits and Defined Benefit Pension Plans. As a business owner offering a retirement plan to your employees, you are held accountable for a level of expert knowledge that, for most, lies outside your area of expertise and familiarity.
Comprehensive Financial Planning, Inc. produces a quarterly newsletter to provide established and prospective clients with current financial news and information. Content is succinct and relevant, and worth your time to review. Stay current by signing up for the FREE newsletter-your email won't be bombarded, just a helpful update every three months.
Reviews
Be the first to review Comprehensive Financial Solutions.
Write a Review
