comel financial
Planning and Wealth Management
COMEL Financial offers comprehensive financial planning and wealth management services to help you meet your financial goals.
OUR Services
We pride ourselves in working with clients in all stages of their life including those early in their career, young families, those planning for retirement, and those currently in retirement.
Dependent Care Planning
What to consider when planning for the care of a child or aging parent
College Tuition Savings
How much and when to save to help your child with college expenses
Insurance Planning
What types of insurance do you need to make sure you and your family can navigate life’s hurdles
Tax Planning
How to efficiently structure accounts and income to reduce tax burdens
Debt Reduction / Consolidation
What debts (college, credit card, home, auto, etc) to prioritize paying off and how
Investment Management to Meet Financial Goals
Investment Management to Meet Financial Goals
Strategic Investment Planning to Meet Financial Goals
Picking the right asset allocation to achieve a financial goal
Planning for “FI/RE” – Financial Independence / Retire Early
Many clients want to retire earlier when they can enjoy an active lifestyle
Retirement Planning
How much do I need saved to retire comfortably
Estate Planning
What options do you have to ensure your family lives comfortably after you are gone