Forms

Financial Planning

Please complete this form and e-mail or fax it to me prior to our first meeting. The Excel version allows you to fill out the form on your PC. The PDF version is the best choice if you prefer to complete the form by hand.

The Document Checklist is a complete listing of documents that will be needed for the development of a comprehensive financial plan.

Legal

Comprehensive Money Management Services is an SEC-registered investment adviser located in Coral Gables, Florida. This web site should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Please open this link to review important disclosure information.

Regulatory Agencies

Form ADV is a regulatory disclosure regarding our services, business practices and compensation.

With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link below.

Adobe Acrobat Reader Microsoft Excel Viewer
Microsoft Word Viewer Microsoft PowerPoint Viewer

 

Contact Info

Comprehensive Money Management Services LLC
535 Vilabella Avenue
Coral Gables, FL 33146
Phone 305-662-7757
Fax 305-402-8409
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Map & Driving Directions

Disclosures

Comprehensive Money Management Services LLC (“CMMS”) is a Registered Investment Adviser located in Coral Gables, Florida. The firm is registered with the State of Florida Office of Financial Regulation. CMMS and its representatives are in compliance with the current filing requirements imposed upon Florida-registered investment advisers and by those states in which CMMS maintains clients.

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