[et_pb_section fb_built=”1″ _builder_version=”4.4.8″ background_color=”rgba(10,10,10,0.14)” background_image=”https://brightsidewealthplanning.com/wp-content/uploads/2020/07/man-walking-mountain-trail-hill-running-1269886-pxhere_com-scaled.jpg” background_blend=”darken” custom_padding=”160px||160px||true|false”][et_pb_row _builder_version=”3.25″][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.4.8″ text_font=”Nunito||||||||” header_font=”Poppins|700||on|||||” header_text_color=”#ffffff” header_font_size=”40px” header_line_height=”1.3em” max_width=”700px” module_alignment=”center” header_font_size_tablet=”” header_font_size_phone=”25px” header_font_size_last_edited=”on|phone” header_text_shadow_style=”preset3″]

Premium Wealth Management & Financial Planning Services in Lehigh Valley, Pennsylvania

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Financial Planning, Investments, Retirement, College Planning, and More

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Comprehensive Wealth Planning was founded with the goal of assisting our clients in every aspect of their financial lives.

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We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial confidence and to provide financial independence.

I have been working with clients for over a decade and started following the dot-com internet boom of the late 90s. We are on the pulse of modern finance (having helped many clients weather the Great Recession of 2008-2009) and have monitored their evolution to inform our own financial approaches—all to give you sound, professional advice that shoud last for years to come.

Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to enquire whether our services are right for you.

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Areas of Practice

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How can important financial concepts like compound interest are used to make real world decisions? Opportunity Cost. Comparing Alternatives. Time-Value of Money. Compound Interest.

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How can I best prepare for the worst case scenario? Avoiding Pitfalls. Identity Theft. Emergency Fund. Insurance.

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How can I make a living that gives me the income to be healthy financially? Goals & Aspirations. Education. Income. Extra Income.

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What is the difference between spending needs vs. spending wants? Budgeting. Being a good consumer. Giving back. Taxes.

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How can saving money be as frictionless as possible? Diversification. Retirement. Investing. Assets.

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How can credit be used wisely and carefully to help achieve personal goals? Student Loans. Mortgages. Credit Cards. Credit Score.

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Accumulators

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Small Business Owner
Education Planning
Investment Planning
Employee Benefits
Budget & Tracking

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Pre-Retired

Social Security Decisions
Order Of Retirement Savings
Distributions
Rmd Planning
Pension Decisions
Retirement Income Strategy

Retired

Tax Planning
Estate Strategies
Gifting Strategies
Planning For Long Term Care
Investment Income Planning
Required Minimum Distribution (RMD) Planning

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Comprehensive Wealth Planning and LPL do not provide legal advice or tax services.
Please consult your legal advisor or tax advisor regarding your specific situation.

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MARIE CURIE

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ZIG ZIGLAR

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LOU HOLTZ

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THOMAS EDISON

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ALBERT EINSTEIN

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BYRON WIEN