About Us

At Comprehensive Advisor our mission is to improve your life by providing caring knowledgeable financial advice and individualized solutions that enable you to attain your lifetime goals and aspirations.

There are many pieces to your financial life. To achieve your goals, these pieces must come together as one "Comprehensive" plan, to form an interconnected vision that will give you the clarity and confidence for your financial peace of mind.

Financial planning is a life-time process that addresses your ever-changing circumstances and is the foundation for our advice and service to you. You want a "Comprehensive Advisor" in this process – one sensitive to your needs, who honors your confidentiality and upholds the highest ethical standards.

Comprehensive Advisor is a leading provider of fee-only financial planning and insurance services to pre-retirees & retirees from all walks of life. Our client list ranges from corporate executives and business owners to athletes and stay-at-home moms. If you seek an integrated approach to financial planning and insurance services from a firm with a strong focus on individualized planning and solid expertise, please give us a call.

We are proud that for over a decade our team has been striving to bring the highest level of excellence to each client we serve. We hope that you will be one of these clients.

Advisory services offered through Legacy Road, LLC, a Registered Investment Advisor.  Comprehensive Advisor and Legacy Road, LLC are not affiliated.  Comprehensive Advisor and its representatives do not provide tax or legal advice.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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