What sets us apart from the rest? Comprehensive Planning is an essential partner for every advisor looking for insurance solutions for their clients and prospects. We are not simply a source for products, we put your client relationship first. We will guide you through the process each step of the way. From design to delivery, our team is with you to make sure you succeed. Comprehensive Planning, Inc. was founded in 1981 by Edward E. Archey Jr., CLU, ChFC and Deborah J. Gilder, CLU. They transformed a Transamerica branch agency into a multi-carrier brokerage agency that excels in solution based planning. Now in the second generation, Comprehensive Planning is dedicated to supporting our advisors and providing superior service.
| Website | https://www.compreplan.com |
| Revenue | $6.3 million |
| Employees | 13 (4 on RocketReach) |
| Founded | 1981 |
| Address | 1301 W Long Lake Rd, Troy, Michigan 48098, US |
| Phone | (248) 457-2312 |
| Fax | (248) 267-8530 |
| Technologies |
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| Industry | Insurance |
| Web Rank | 34 Million |
| Keywords | Insurance Solutions, Financial Planning, Insurance Products, Comprehensive Planning, Advisor Solutions, Insurance Services, Wealth Management, Risk Management, Financial Services, Investment Planning, Life Insurance, Retirement Planning, Annuities, Asset Protection, Estate Planning, Disability Insurance, Tax Planning, Long-Term Care |
| Competitors | Nexus Planning Group, Cornerstone Financial Planning, LLC., Mark J. Orr, Insightful Planning, LLC (view competitors) |
| SIC | SIC Code 64 Companies, SIC Code 641 Companies |
| NAICS | NAICS Code 52421 Companies, NAICS Code 524210 Companies, NAICS Code 52 Companies, NAICS Code 524 Companies, NAICS Code 5242 Companies |
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Comprehensive Planning, Inc. Questions
The Comprehensive Planning, Inc. annual revenue was $6.3 million in 2026.
Brian Krause is the Vice President of Comprehensive Planning, Inc..
4 people are employed at Comprehensive Planning, Inc..
Comprehensive Planning, Inc. is based in Troy, Michigan.
The NAICS codes for Comprehensive Planning, Inc. are [52421, 524210, 52, 524, 5242].
The SIC codes for Comprehensive Planning, Inc. are [64, 641].
Top Comprehensive Planning, Inc. Employees
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Brian Krause
Vice President at Comprehensive Planning, Inc.
Rochester, MI, US23
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