SIBC Member Allan Katz is the Founder of Comprehensive Wealth Management Group which is a full service Financial Advisory Firm. Over the years, they have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. Their philosophy is that they realize each issue is not isolated. Every financial decision made affects the rest of your financial life. Their main goal is to make sure the solution to a particular problem not only solves the problem, it doesn’t cause other unforeseen problems now and in the future. Comprehensive Wealth works their hardest to make it such that each client’s financial life is better for having met them than it would have been otherwise.
They invite you to discover and experience the power of their services. They believe it has far-reaching benefits for their clients to get opinions from several sources with diverse backgrounds, education, and experience.
Whether you are talking about College Financial Aid, Retirement, Insurance needs, Estate Planning or any other financial issue, they have learned that no one strategy fits everyone, which is why every client gets their undivided attention—from planning to execution to follow-up. They take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, they strive to anticipate and address those situations as they occur. Comprehensive Wealth wants to keep you on track toward a meaningful and purpose-driven financial future.