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
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.
How can I best prepare for the worst case scenario? Avoiding Pitfalls. Identity Theft. Emergency Fund. Insurance.
How can I make a living that gives me the income to be healthy financially? Goals & Aspirations. Education. Income. Extra Income.
What is the difference between spending needs vs. spending wants? Budgeting. Being a good consumer. Giving back. Taxes.
How can saving money be as frictionless as possible? Diversification. Retirement. Investing. Assets.
How can credit be used wisely and carefully to help achieve personal goals? Student Loans. Mortgages. Credit Cards. Credit Score.
- Small Business Owner
- Education Planning
- Investment Planning
- Employee Benefits
- Budget & Tracking
- Social Security Decisions
- Order Of Retirement Savings
- Rmd Planning
- Pension Decisions
- Retirement Income Strategy
- 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.
“Nothing in life is to be feared. It is only to be understood.”
“Life it too short to spend your precious time trying to convince a person who wants to live in doom and gloom otherwise.”
“Do what’s right. Be the best you can. Show people you care.”
“I have not failed. I’ve just found 10,000 ways that don’t work.”
“I never worry about the future. It comes soon enough.”
“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.”