Client Notifications

Comprehensive Financial Planning, Inc. is an independent, privately held, investment firm serving clients since 1986. Provided below are links to view our most recent Form ADV to learn more about our advisers, client investment services and fee structure. 

• Form ADV Part 2A: Brochure
• Form ADV Part 2B: Individual Brochure
• Form ADV Part 3 (Form CRS): Client Relationship Summary

Please call us with questions or for more information at (717) 569-6667, or (1-800) 569-6667.