Individual Financial Planning / Financial Goal Planning Strategies (GPS)

Do you have a written financial plan? Research shows that those individuals that work with a financial advisor and have a written plan are more confident about their retirement goals. The Comprehensive Wealth Solutions “Financial GPS” program is a goals-based planning solution that Jake and Brent developed in order to help their clients reach their financial aspirations. Whether you are planning for retirement, or want to ensure you have the necessary income to reach your retirement goals, the Financial GPS can help guide our clients through their path in life.

GPS Cover Page
GPS Process Outline
GPS Flyer 

Business Consulting Services and Retirement Plans:

Are you a business owner or do you know someone who owns a business? Jake and Brent work with all types of businesses, from start-ups to multi-million dollar plans. As Independent Financial Advisors, we can provide unbiased advice and work with numerous companies to help you implement or maintain a highly effective retirement plan. Please see below for our mission statement and overall philosophy when working with business retirement plans.

Mission Statement:

Our mission is to help you create and maintain a high-quality retirement plan by providing a superior level of plan service for you and ongoing educational support for you and your participants.

Overall retirement plan servicing philosophy

  • We believe that your retirement plan should offer a variety of investment options with a full spectrum of objectives.
  • We believe that helping participants learn about retirement plan investing encompasses everything from enrolling in the plan all the way through to distribution planning.
  • We believe that the more smoothly your plan operates, the happier both you and your participants will be.
  • We believe you can get the best retirement plan available to meet your needs at a reasonable price.

Life Insurance:

Do you have an insurance plan? Have you had your current policies reviewed by a financial advisor? Whether you need to develop an insurance plan, or already have existing insurance policies in place, Jake and Brent can provide guidance and advice to make sure you are achieving your insurance goals. As independent advisors, Jake and Brent have the ability to find the appropriate financial solution for your personal or business insurance needs.