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Comprehensive Planning Corporation

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Company Promises and Principles

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  2. Company Promises and Principles

Company Promises and Principles

Comprehensive Planning Corporation was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, and aim to earn a reputation for excellence in our industry. We strive to help create financial stability and independence for each of our clients.

Our Promise to commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about pursuing your goals. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.

Our Principles

Our company is based on the principle that education and understanding of your current financial situation is vital to making prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (765) 453-9459.

Securities and Advisory services offered through LPL Financial, Member FINRA & SIPC.

Financial Planning offered through Comprehensive Planning Corp, a Registered Investment Advisor and a separate entity from LPL Financial.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, GA, IL, IN, KY, MI, MO, NE, OH, SC, TN, TX, VA

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