Premium Wealth Management & Financial Planning Services in Lehigh Valley, Pennsylvania

Financial Planning, Investments, Retirement, College Planning, and More

Comprehensive Wealth Planning was founded with the goal of assisting our clients in every aspect of their financial lives.

We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial confidence and to provide financial independence.

I have been working with clients for over a decade and started following the dot-com internet boom of the late 90s. We are on the pulse of modern finance (having helped many clients weather the Great Recession of 2008-2009) and have monitored their evolution to inform our own financial approaches—all to give you sound, professional advice that shoud last for years to come.

Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to enquire whether our services are right for you.

Areas of Practice

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Financial Concepts

How can important financial concepts like compound interest are used to make real world decisions? Opportunity Cost. Comparing Alternatives. Time-Value of Money. Compound Interest.

Protection

How can I best prepare for the worst case scenario? Avoiding Pitfalls. Identity Theft. Emergency Fund. Insurance.

Career

How can I make a living that gives me the income to be healthy financially? Goals & Aspirations. Education. Income. Extra Income.

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Spending

What is the difference between spending needs vs. spending wants? Budgeting. Being a good consumer. Giving back. Taxes.

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Saving

How can saving money be as frictionless as possible? Diversification. Retirement. Investing. Assets.

Credit

How can credit be used wisely and carefully to help achieve personal goals? Student Loans. Mortgages. Credit Cards. Credit Score.

How I invest my Money

I had a growing interest in personal finance since college, it was the late 1990’s and the dot com boom had everyone interested in the market, but I wasn’t ready for that. I was more interested in “what do you do with your money when you get some”. I had personal economics classes in high school, micro and macro economics in college, but was in search of things like “how mutual funds work, what is a Roth IRA, what is a 401(k)?” Amex provided a robust training program and allowed me to do what I really enjoyed, sitting with bright & diverse people, working out solutions to their problems. It was at Amex I’d also meet my best friend, wife, and co-CFO of our household.

Online Car Shopping

There are so many different ways to buy a used car today. Of course, you could always go to the local dealership and buy a car there, but there is also a different way. With the internet, many companies and services are now available online. In recent years online...

Where Does the Money Go?!

“Where does the money go?”That is a very interesting and good question. It is also a question that parents ask, when they look at their son’s or daughter’s bank account. In a way, all parents know where the money went; they see their child the next day they’re wearing...

Teenage Job Drought

It’s no question that teenagers are going to have a hard time getting jobs this summer. Most teenagers during the summer work at pools, small food shops, amusement parks, retail stores, and grocery stores. With the start of the 2020 summer season, most teenagers will...

Post Workout Routine

Fitness: “Falling on the ground post Workout” - why I started Putting My Things Away as a ‘cash out.’ 3-2-1 GO! You complete another grueling WOD (“Workout of the Day”), your hands are sore, your legs are wobbly, your lungs are burnt toast, you crash to the ground as...

How do I save more money?

Answer: “Save more money!” We are inundated with “Ten Simple Hacks to Hack Your Unhackable Hack.” How many of us have clicked this fatal link only to find we knew these things all along? We vow never to click another of these intellectually lazy, clickbait things...

Why “The Open” is Still Great

Maybe exercise is a lot like life. Maybe life is a lot like exercising. Maybe I’m just looking for life metaphors in all the wrong places? Whatever your particular choice of exercise routine if it doesn’t challenge you, it might be time for a change. For me, the...

Fitness as LTCi

Like many conclusions I have come to, this one comes from a conversation with someone I know, love, and trust. In this case, I was talking with my mother about Long Term Care & Long Term Care Insurance. A little background before I go deeper into this tangent: my...

Accumulators

  • Small Business Owner
  • Education Planning
  • Investment Planning
  • Employee Benefits
  • Budget & Tracking

Pre-Retired

  • Social Security Decisions
  • Order Of Retirement Savings
  • Distributions
  • Rmd Planning
  • Pension Decisions
  • Retirement Income Strategy

Retired

  • Tax Planning
  • Estate Strategies
  • Gifting Strategies
  • Planning For Long Term Care
  • Investment Income Planning
  • Required Minimum Distribution (RMD) Planning

Comprehensive Wealth Planning and LPL do not provide legal advice or tax services.
Please consult your legal advisor or tax advisor regarding your specific situation.

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“Nothing in life is to be feared. It is only to be understood.”

MARIE CURIE

“Life it too short to spend your precious time trying to convince a person who wants to live in doom and gloom otherwise.”

ZIG ZIGLAR

“Do what’s right. Be the best you can. Show people you care.”

LOU HOLTZ

“I have not failed. I’ve just found 10,000 ways that don’t work.”

THOMAS EDISON

“I never worry about the future. It comes soon enough.”

ALBERT EINSTEIN

“Don’t try to be better than your competitors, try to be different. There is always going to be someone smarter than you, but there might not be someone who is more inaginative.”

BYRON WIEN