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INDEPENDENT Comprehensive Financial Consultants, Institutional is 100% owned by the individuals who are active daily in the management of client assets. Our firm was formed with the spirit of client-focused investment advice free from conflicts of interest caused by corporate ownership.

INDIVIDUALIZED Comprehensive Financial Consultants, Institutional offers clients personal, custom investment advice and solutions. We do not have required model portfolios or investment platforms. Our duty is to serve each client according to their needs. Decisions for you are not made by managers you have not met and may not be in your best interests

INVESTMENT ADVICE Investing involves a balance between rewards from gains and risk of loss. Our experienced, knowledgeable team has navigated the storms and opportunities with investors through different markets cycle.

 

 

 

 

 

 

 

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Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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