Welcome to
Comprehensive Financial Consultants website!

Print off our updated staff directory with our NEW EMAIL ADDRESSES!

Thank you for taking a few moments to meet us online.  To our many dedicated clients, we appreciate your contiuned trust and confidence in our firm.  If you're meeting our team for the first time, we look forward to helping you acheive your dreams by building a purpose-driven investment portfolio.

Our clients are our most important asset, and are treated like family.  The relationships created in planning meetings extend beyond the conference room and your primary financial consultant to every team professional at Comprehensive Financial Consultants.  When you call the office you will be greeted by someone who recognizes your name and will help you find answers to your questions.  If your financial consultant is unavailable, our team professionals will help you in a timely, friendly manner.

Our website was created to be a resource for our clients to access their accounts, relive memories of client events and stay informed about the economy.  You will also find information about our team of professionals who strive everyday to provide the best client service in our industry. 

Enjoy your visit to our website, and please let us know how we can give you peace of mind.

Comprehensive Financial Consultants
Giving Clients Peace of Mind, One Person at a Time.
Bloomington, Indiana
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

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