"We manage net worth, not just stocks and bonds."

 - Gary M. Arford

Our services

At Comprehensive Wealth Management, we strive to enhance the economic well-being of our clients by offering access to a variety of investment and insurance products. Whether you want to save for retirement, fund a college education, or minimize taxes we are uniquely qualified to assist you. Services include:

Budgeting	Business Planning	Charitable Gifting
College Funding	Elder Issues	Employee Benefits
Estate Planning	Income Tax Issues	Insurance Planning
IRAs	Options	Portfolio Management
Profit Sharing	Qualified Plans	Retirement Planning
Rollover IRAs	Roth IRAs	SEPs
Simple IRAs	Succession Planning	Tax Planning
Valuation/Continuity	Options Strategies

The Investment Process

Our investment process begins with an evaluation to help us gain an understanding of your needs, attitudes, and aspirations. The information yielded in this evaluation will become the mortar for building your financial program – the more information you provide, the stronger the foundation will become, resulting in increased financial success.

At the end of your evaluation we will present you with the combination of mutual funds, individual stocks, bonds, variable annuities, life insurance, etc. we feel will most effectively achieve your personal financial goals.