The Comprehensive Financial Plan is the road map for your financial future. Due to the nature of the industry, this service has traditionally been offered for 'free' with the purchase of investments or life insurance with the bank or other financial advisor. ??We believe there is a better system that can provide a premium quality, unbiased opinion on your financial affairs. For a modest fee we provide an in-depth, written financial plan tailored to your unique circumstances, with no obligation to purchase any investment or insurance product. more... See more text