Financial Services

You have worked hard to acquire the wealth and assets you have so far. Why not make that money work for you to help reassure you about your financial future? 

The Comprehensive Financial Planning Group, LLC are committed to being THE financial group in the Frederick area. We have close to 20 years of experience helping our clients to invest their assets to help them increase their income, reduce debt, and protect funds for the future.

We do this by realizing every financial situation is different, providing intelligence and useful tools for the entire planning process, and listening to our clients' feedback in everything we do. While developing a customized financial plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives, providing you with complete financial services such as:

  • Development of consistent savings/investment plans 
  • Mutual funds
  • Life insurance
  • Long-term care insurance
  • Preparation of comfortable retirement options
  • Disability income
  • Annuities
  • Stocks, bonds, ETF's
  • And so much more!