Products & Services

At Comprehensive Financial Strategies, we provide assistance in the following areas:

Investments*

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity
  • Fixed Annuities

Financial Services

  • Retirement Strategies
  • Tax Strategies**
  • 401 (k) Plans*
  • 403 (b) Plans*
  • College Funding Strategies
  • Estate Planning Strategies**
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Group Health Insurance
  • Group Dental Insurance
  • Group Life Insurance
  • Group Disability Insurance
  • Group College Analysis
  • Group Annuity Programs

Tax Preparation**

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation
  • Business Start Up, Counsel
  • Income, Gift and Estate Tax Returns

* Securities and investment advisory services offered through Voya Financial Advisors.

** Neither ING Financial Partners nor its representatives offer tax or legal advice.  Tax services offered by Charbel Ojeil through Liberty Tax Services as an outside business activity.