Planning

Financial Planning

Our financial planning process provides a complete picture of your diverse finances. It also serves as the foundation for your long-term investment strategy.

At the beginning of our relationship, we will meet with you as often as necessary to explore what you hope to accomplish, now and in the future. We will address financial opportunities and risks you may have never considered. Afterwards, we will help implement our recommendations and meet with you periodically to discuss your progress, serve as a sounding board for new issues and ideas as they arise, and update strategies as necessary.

In developing your personal strategic plan, we typically address several major areas:

Personal Vision & Goals

Asset & Liablity Management

Investments

Estate Planning

Spending and Saving

Insurance

Retirement Planning

Taxes

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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