Business Succession Planning, Charitable & Planned Giving, Comprehensive Financial Planning, Elder Issues, Long Term Care, Employer Group Benefits, Estate Planning (Wills, Trusts etc), Insurance (Life, Disability, LTC, P&C), Investment Management, Retirement Income Planning
About My Practice
Comprehensive Benefit Services, Inc. is a full service employment benefits consulting and investment firm. We provide design and implementation services for all areas of employee benefit programs and financial services. We are not obligated to any one particular insurance or investment company. Through our affiliation with LPL Financial we also provide a full range of financial planning and investment services.