Money issues can feel overwhelming. This is true no matter where you are in your wealth-building journey or what size nest egg you’ve accumulated. Likewise, whatever your circumstances, knowledge is the antidote. When you have a trusted advisor on your side, you’ll feel far more comfortable making important decisions about your finances and your future.
John J. Vento, CPA, MBA, CFP® through Comprehensive Wealth Management, Ltd. is that trusted advisor. We’re not merely tax preparers. We exist to help you build your wealth throughout the year—and year after year—so you can reach financial independence. We serve clients whose wealth is growing (or could be growing!) but who need guidance to manage and maximize it. We “get” wealth building inside and out and can simplify its complexities in a way that dissolves paralyzing fears and empowers you to act.
In fact, we provide some essential resources right here on our website. You’ll find a wealth of information in the form of newsletter articles, calculators, research reports, a Statement of Financial Position worksheet, a Statement of Cash Flow worksheet, and more. All of this is designed to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
While you’re here, you will want to check out the new second edition of John Vento’s book, Financial Independence (Getting to Point X): A Comprehensive Tax-Smart Wealth Management Guide. It’s an excellent showcase of the experience he uses to guide his clients, as well as his simple, accessible, down-to-earth style. Authoritative, eye-opening, and updated for the Tax Cuts and Jobs Act of 2017, it is an essential financial guide for every individual and every family.
Whether you’ve just started your career, opened your own professional practice, are focused on retiring, or just want to make sure you and your family are squared away for decades to come, we are here to help. Contact us to get started on your journey to financial independence!