CFP

Asset Supervisory

 

We use cutting edge market research and relative strength analysis to monitor your portfolio and ensure appropriate diversification. Our goal is to increase your bottom line.

  • Quarterly review and reporting, clearly demonstrating your Net Internal Rate of Return.
  • Actively manage personal assets and retirement plans. (401k, IRA, 403b, college 529, investments & other retirement plans)
  • Planning for retirement cash flow and taxes.
  • Monitor IRS Required Minimum Distributions.
  • Manage account allocation.

Free download: "How to Choose a Financial Advisor"
GrandpaThe experts at Comprehensive Financial Planning are here to help you prepare for the future. Let us help you develop a plan to get you where you want to go in life. Ivy Ivy Emerick, CFP®
Our unbiased expert advisers oversee your assets - always serving in your best interest.
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(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
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