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Contact us at:
Email stan@compfinancial.com
970-385-5227    Toll Free 877-901-5227

Stan Johnson, CFP® with Comprehensive Financial Planning provides financial plans and investment management for individuals, non-profits and business owners. We help our clients with investments, retirement planning, tax minimization, cash flow analysis, risk analysis and estate planning.

Our mission is to partner with clients to establish and achieve the client's financial goals through objective planning and management of investment assets. We learn about you, your goals and requirements so we can effectively serve you.

We are a fee-only firm, meaning that we agree to restrict our compensation solely and exclusively to the professional fees we receive directly from our clients. We do not accept any sales commissions, referral fees or other forms of compensation from any third parties. We are also an independent firm that has no financial relationship with any brokerage, insurance or mutual fund company.  This assures we are working only for you, not trying to sell you something. We offer a free initial consultation and can usually quote a "not to exceed" fee for our planning services.

We also have a fiduciary relationship with all our clients, meaning we are required to act in your best interests at all times.  Go to the following link to find out if your current advisor has this same requirement:  Focus on Fiduciary .  At the right side of the page is a link to the "Fiduciary Questionnaire" you can have your current advisor fill out.  Here is one that I have filled out:  My Fiduciary Questionnaire

OUR CLIENTS

Our clients come from a wide variety of backgrounds, family status and financial situations but most have a few common traits:

Most are baby boomers and young retirees looking to build and protect their retirement nest egg.

All want to form a long-term partnership with an independent, highly competent advisor they can trust.

YOUR FINANCIAL GOALS

A key to successful financial planning is to identify your personal goals, so that you are better placed to achieve them. We have found that clients wish to set many of the following goals. Which apply in your own case?

BUILD AND PROTECT my retirement nest egg

DEVELOP a plan which will enable me to maintain my standard of living in retirement

REDUCE my tax bill (including income, capital gains and estate taxes)

SAFEGUARD my family and property

REDUCE time spent managing and worrying about my financial affairs

BUILD a superior retirement plan for my small business

DEVELOP a plan to save for, and reduce the cost of college for my kids and grandkids

EXPAND my ability to give to charities

ORGANIZE my financial affairs

EVALUATE the purchase of real estate or other property

REDUCE personal, business and investment risks

Start Building Your Plan Now

Contact us at:
Email stan@compfinancial.com
970-385-5227    Toll Free 877-901-5227
1075 Main Ave. Suite 216
Durango, Colorado 81301

Disclosure

This web site is limited to the dissemination of general information pertaining to its financial planning and investment advisory services. Accordingly, the publication of this web site on the Internet should not be construed by any consumer and/or prospective client as our solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Comprehensive Financial Planning, Inc. is a Colorado Registered Investment Adviser. Any subsequent, direct communication by us with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of our current written disclosure statement (Brochure) discussing our business operations, services, and fees is available on this web site. We do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to our web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

1075 Main Ave. Suite 216, Durango, Colorado 81301 :: 970.385.5227 :: Toll Free: 877.901.5227 :: stan@compfinancial.com