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

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Newsletters

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

More Newsletters →