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Comprehensive Planning Group

2305 Far Hills Avenue. Suite 205
Dayton, OH 45419
Phone:
  • 937-434-9688
Fax:
  • 937-434-9923

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Wesley
Brian

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

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 the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

 

 

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*When you link to this website provided here, you are leaving this site.  We make no representation to the completeness or accuracy of information provided at this site.  Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of this third-party site.  When you access this site you are leaving (Comprehensive Planning Group) and assume total responsibility for your use of the site you are visiting.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck