Comprehensive Financial

Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners

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Neighborhood: Hauppauge
Other Link: http://www.comp-financial.com
Categories: Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Taxes-Consultants & Representatives

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Phone: (631) 952-8600

Address: 225 Wireless Blvd, Hauppauge, NY 11788

Website: http://www.comp-financial.com

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Comprehensive Financial

Tax Planning
For all Advanced Tax Strategies, you should consult with your personal tax consultant to determine if these are appropriate for your personal tax planning needs and goals.
Roth IRA
Starting in 2024, 529 account owners are eligible to rollover up to $35,000 over the course of a lifetime into a Roth IRA, subject to annual contribution limits
Income Tax
QOZF’s are investment pools that are intended to encourage investments in lower-income communities across the U.S., principally designed to provide certain tax incentives for investors in return for committing to a long-term capital investment in these communities. As part of the tax incentive for these programs, investors can take the Capital Gains realized for federal income tax purposes from highly appreciated Investment Real Estate, Stocks, Bonds, Options, Hedge Funds, Primary and Secondary Residence, Businesses, Machinery, Land, Livestock, Art, Wine and Automobiles, rolling these gains into the QOZF, and as long as the gains are held in the fund for at least 10 years, the Capital Gains are eliminated.

Investment Management
Knowing where to start when it comes to planning for your future can be overwhelming. There are so many milestones to consider, college, buying a home, starting a family, retirement, etc. Just because these milestones may not be in the near future, doesn’t mean you should wait to start planning. In fact, the earlier the better. How old are you? Do you know where you should be allocating your finances? Take a look at each decade to see what categories you should be prioritizing and when.
Mutual Funds
In today’s world, measuring and understanding risk is paramount when growing your wealth. Comprehensive Financial’s wealth management strategies go beyond the routine buying and selling Stocks, Bonds, ETFs, or Mutual Funds. We provide customizable Strategic Allocation and Tactical Investment programs that can help reduce risk and potentially maximize returns.
Bonds
Wealth Management
Managing Risk and Market Volatility are some of the most challenging aspects of wealth management. Consideration must be given to the time horizon for the investment – long-term vs. short-term, market conditions, diversification and quantifying risks vs. potential rewards. Every investor is different and should have a strategy that is customized to their individual needs and goals to withstand the risks and volatility that are always present in the markets. As independent advisors to our clients, we consider all these factors when constructing an investment strategy providing a balanced approach for the potential gains and also to protect the assets when conditions are not as favorable. The ultimate goal is to provide a personal rate of return for the client that allows them the opportunity to enjoy the more important aspects of their life.

Financial Planning
Comprehensive Financial has grown over the last decade to be one of the leading boutique financial planning firms for individuals and businesses in the Tri-State area. From our Inception in 1995, we realized that our client’s needed more than quality products, they needed un-biased advice, convenience and personal service.
Retirement Planning
Benefit integration to coordinate all the benefits offered to employees including Medical, HSA, Dental, Life, Disability, Voluntary, 401(k) and Pension Plans.
Annuities
Long Term Care
You may have opted-out of long term care insurance in the past, but as you get older it is important to consider. Especially since the older you are, the higher the premiums and the higher chance of getting denied. About 7 in 10 people will need care at some point in their life and this care can come with substantial costs. Long-term care covers several services such as nursing homes, assisted living facilities, or medical assistance for daily living activities.

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