Financial & Investment Planning

Our professional advisers work hard to secure your financial future by providing you with:

Over 100 years of combined experience on your team.
Truly independent & unbiased advice.
Low-cost and commission free investments.
Strategies to avoid the cost and time of the probate system.
Methods to pass your assets to who you want, when you want, and how you want …at the lowest possible cost!
Guidance to maximize your retirement account potential.

Free download: "How to Choose a Financial Advisor"

Financial Planning	Investment Advisory	Asset Supervisory
Financial organization. Estate planning and settlement assistance. Retirement income planning. Tax planning & preparation. Risk management.	Portfolio evaluation & risk assessment. Recommendations in your best interest. Provide institutional style investing account. (Commission Free!) Education planning (Tax Free)	Quarterly review and reporting. Active Investment management. Retirement account allocation monitoring. Retirement income and tax planning.

(C) 2009 Comprehensive Financial Planning Services Co., A Registered Investment Advisor
TEL: (317) 228-6222 | FAX: (317) 228-6223
4520 Northwestern Drive - Zionsville, IN 46077
website by The Indy Group

Financial & Investment Planning

Financial Planning

Investment Advisory

Asset Supervisory