Comprehensive Wealth Management, Ltd.

  Welcome

We're here to help educate you about the basic concepts of achieving financial independence through a Comprehensive Wealth Management approach; to help you learn more about who we are; and to give you fast easy access to a wealth of information in the form of newsletter articles, calculators, and research reports.  We hope you take advantage of this resource and visit us often.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  We have created this Web site to help you gain a better understanding of income tax, investing, retirement, estate planning, insurance, and wealth preservation.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. 

Be sure to add our site to your "favorites" in your Internet browser.  We frequently update this information, and we wouldn't want you to miss any new tax or financial planning strategies.
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

More Newsletters →