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Comprehensive Wealth Management, Inc. is a financial services firm offering investments through our broker dealer, LPL Financial.
Mission Statement
We provide our clients with sound financial advice backed by our focus on global investing and our high level of personalized service. Our guiding principles are trust, competence, integrity, professionalism and confidentiality.
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The 5 Star Professional Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. |
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor. Comprehensive Wealth Management and Private Advisor Group are separate entities from LPL Financial. |
| Links to: FINRA SIPC |
Newsletters
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HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.
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Protection to Help Your Family
Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.
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Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
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A Quick and Dirty Guide to Credit
Learn about four financing options that might help small businesses expand, pursue new opportunities, or cover operating expenses.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Accumulation
Estimate the future value of your current savings.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.