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Our Services

In order to help our clients PLAN their financial future so that they may RETIRE and LIVE comfortably in retirement, we offer the following list of services:

  • Investment Advisory Services*
  • Financial Planning*
  • Retirement Planning*
  • 401(K) or 403(b) Plans**
  • Estate Planning*
  • 401(K) or 403(b) Rollovers**
  • Brokerage Services**
  • Life and Long Term Care Insurance**
  • College Planning 529 Programs**
  • Disability Insurance**
  • Income Tax Preparation and Accounting Services***
  • Small Business QuickBooks Preparation and Analysis***

*offered through Comprehensive Capital Management, Inc.
**offered through APW Capital, Inc.
*** offered through Lori A. Hodge, CPA and Associates, PC < >

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  724-775-4222