Comprehensive Planning Associates Information

Please check the box above. By always having a clear vision of where you are, where you are going and how you are going to get there, you may reduce the stress you feel about your investment and financial planning issues. Proper planning and regular visits with your trusted advisor may help you better understand your situation and to make sure your strategies are keeping you on track to your goals. Proper management of financial decisions requires that you keep one eye on your current circumstances and one eye on your longer-term goals. Short-term fluctuations are normal and require attention but may throw you off course from time to time. By maintaining your focus on the long-term target, you may be better able to navigate choppy waters and arrive at your planned destination. Making financial decisions has become increasingly difficult due to rapid changes in financial planning and investment solutions. To help you navigate through products and strategies to find what is appropriate for your particular situation, it is important that you hire a trusted advisor who will sit on the same side of the table as you and your family to help you hire and manage specialists, manage risk, negotiate fees and most importantly, to avoid costly mistakes. To enjoy long-term success in your investment and financial planning activities, you must protect your capital first, and grow your investment capital second. Diversification, proper research, caution and experience, can help you avoid pitfalls that may compromise the best made plans and put your future in jeopardy. Financial planning is about finding the proper balance between living a complete life today, while saving sufficient funds to allow you to live a full and prosperous life during your retirement years. Over time, your plans, your attitude and your needs will change. With each change it is important that a new point of balance be identified. We hold educational workshops every month on relevant topics such as Social Security, Legacy Planning and more. Tune in to ...