Start Financial Planning Today!
Did you know that most Americans don’t have a dedicated financial advisor to help them through life’s toughest challenges?
Americans may feel they don’t have the financial resources or are unsure who they can turn to for guidance. Investment and financial advice should be available to everyone.
You deserve an affordable model to take control of your financial health and get support in creating a plan for your future. Start simple and adapt as your life and financial situation become more complex.
Choose an affordable fee-only yearly percentage plan and get organized on one financial platform so that your complete financial picture is available at your fingertips.
Assistance in this process of aggregating your financial accounts on one site that can be updated daily via mobile device or computer
Efficiently track expenses and investments.
Online document storage vault and monthly videos and newsletters to keep you updated on the economy, the markets, and landscape shifts.
Most importantly, one-on-one support and advice.
A Certified Financial Planner™ is available to listen and collaborate to design a customized plan– from basic budgeting or cash flow discussions to ‘what if’ scenarios– to address your financial aspirations and concerns.
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Disclaimer: Financial Planners are vetted and work independently and are not affiliated with Comprehensive Benefits of America, LLC (CBA). CBA does not provide professional financial, investment, tax, or legal advice. You should seek certified financial planners, CPAs, and attorneys for advice about your personal needs. See complete Disclosures and CBA Security and Privacy policies.
Certified Financial Planner™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board’s ethical standards that require them to put their clients’ interests first.