American College of Financial Services
The American College of Financial Services offers several advanced level degrees in finance including the ChFC®.
Long-Term Care Planning
We can assist you to clarify your choices for long-term care insurance. With our understanding, we can help you choose a strategy that is affordable both now and in the future when you need it most.
Life & Health Insurance
If making sure your finances are protected when the time comes is important to you, we'll help organize a plan to ensure you and your family are taken care of.
Built on Personal Service
Inheritance
If you're anticipating an inheritance you might be asking about variables such as the tax implications, or perhaps the best way to allocate the resources. We can assist you to prevent this gift from becoming a strain.
- 401(k) retirement plans and Individual Retirement Accounts
529 qualified tuition plans
Annuities
Mutual funds
Certificates of Deposit
U.S.Treasuries Securities
Group retirement and savings plans
Simplified Employee Pension Plans
Qualified Retirement Plans
Other retirement savings plans designed specifically for employee groups
Life insurance
Long-term care, disability, and critical illness
Health Insurance Group health benefits
BrokerCheck
BrokerCheck is a trusted tool that shows employment history, certifications, licenses, and any violations for brokers and investment advisors.
Income Tax Planning
We can assist clarify how taxes will affect your earnings. Whatever the scenario our objective is to minimize your tax liability while delivering the largest possible returns.
Financial Calculators
Check out these financial calculators provided by NerdWallet to get a better understanding of your finances.
Resources
Services We Offer
Employee Benefits
We can assist with establishing retirement plans, group health coverage, group disability, dental, and vision for your employees. Let us take the stress off you in making sure your employees are taken care of.
Investment Management
If investing is something that interests you, we can help you understand the hazards related to investing and advise you on a portfolio that best aligns with your preferences. See disclosure below for more information.
Estate Planning
We can be an excellent tool in assisting you with your estate by helping you create a plan and ensuring that your desires are fulfilled.
Retirement Planning
What does your retirement look like? Whatever the answer you're going to need consistent revenue flows to carry you through decades to come. This is where we begin to work with you and assist in navigating a strategy that fits your needs.
IMPORTANT CONSUMER INFORMATION
© 2019 Comprehensive Financial Solutions
A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker-dealer, investment advisor, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
This communication is strictly intended for individuals residing in the states of Michigan, Florida, Illinois, South Dakota, Nevada, Texas and West Virginia. No offers may be made or accepted from any resident outside the specific states referenced.
Securities and investment advisory services offered through Osaic Wealth Inc. member FINRA / SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. We are strongly committed to diversity and equal opportunity.
PLEASE NOTE:
The information being provided is considered a strict courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice. Investing in mutual funds involves risk, including the potential loss of principal invested. Risks vary depending upon the strategy used by the fund as well as the sectors in which the fund invests. When redeemed, shares may be worth more or less than the original amount invested.