Comprehensive Financial Consultants provides financial planning and investment strategy services to individuals including retirees, small business owners, and working professionals.

Comprehensive Financial Consultants

Comprehensive Financial Consultants | 119 followers on LinkedIn. Creating Solutions, Delivering Results | Our clients are our most important asset, and are treated like family.  The relationships created in planning meetings extend beyond the conference room and your primary financial consultant to every team professional at Comprehensive Financial Consultants.  When you call the office you will be greeted by someone who recognizes your name and will help you find answers to your questions.

Financial & Retirement Consultant

Wayne Thacker

Administrative Assistant at Comprehensive Financial Consultants

Lyndsi Smith

Dedicated to providing genuine engagement and quality marketing and communications; experienced in event management, social media and development…

Jim Inman, Jr.

Sr. Paraplanner at Comprehensive Financial Consultants

Kevin Laird

The open enrollment period for Medicare ends in one month - Saturday, December 7. Josh Norris , our in-house insurance agent, has been meeting with a number of people to review their Medicare plans to make sure they know what options are available. If you have questions about Medicare, please reach out to Josh today. Time is ticking - especially with the holidays approaching. 812-334-3190 or joshnorris@cfci.us #MedicareOpenEnrollment #Medicare #CFC #CFCI

We've had some questions regarding the FAFSA application - the Free Application for Federal Student Aid - for the 2025-2026 school year. According to the FAFSA website 🖥️ - https://lnkd.in/eKp9_UKX - the form will be available to the public "on or before December 1, 2024." A new form is coming online and not fully available to everyone just yet. In the meantime, potential applicants are encouraged to do the following: * Create a StudentAid.gov account (if you don’t already have one). * Learn about the documents 📂 you may need to fill out the FAFSA form. * Determine your dependency status and whether your parent(s) or spouse will be required to contribute information on your FAFSA form. * If you’re a dependent student, use the Who’s My FAFSA Parent? wizard to identify which parent(s) will be a required contributor on your form. Keep an eye 👀 on the links above for updates... and make sure you complete your application once it comes online! #FAFSA #CollegePlanning #Indiana529 #PlanningForCollege #CFC #CFCI #YourMoney

This week was our Question-and-Answer Show on WGCL! Lots of questions on IRAs and Required Minimum Distributions... providing financial assistance to an elderly parent... what happens if someone passes away with a balance in a Health Savings Account... and is a SIMPLE IRA at work the same as a traditional IRA? All this and more - take a listen! https://lnkd.in/gs5bBYXy #YourMoney #DavidHays #FinancialNews #InvestmentInformation #WGCL #LocalRadio

Turn up your speakers for this week's Market Commentary! The two-minute report can be heard throughout the week on WGCL Radio - 98.7, AM 1370 and online at www.WGCLradio.com #MarketNews #FinancialNews #InvestmentUpdate #WGCL #CFCI #CFC #YourMoney www.CFCI.us

Did you know you can listen to our weekly radio show in multiple ways? * Catch the live show Thursdays at 6:00 pm * Enjoy the replay on Saturdays at 9:00 am * Subscribe to the show on your favorite podcast platform * Listen at www.WGCLradio.com #TuneIn #LiveRadio #WGCL #YourMoney #DavidHays David Hays

As a reminder, our office will be closed Monday, September 2 for Labor Day. You may reach us through our website - www.CFCI.us - and we will be in touch on Tuesday, September 3. #LaborDay #Closed #CFC #CFCI

This week's Market Commentary is now available! Remember you can hear this report throughout the week on WGCL as well. For more information visit www.CFCI.us #MarketCommentary #CFC #CFCI #WGCL #YourMoney #DavidHays

August 20 is National Radio Day ... a great day to celebrate our 20+ partnership with Bloomington's Voice, WGCL! "Your Money with David Hays " has been part of WGCL programming since 2002 - which means more than 1,100 weekly shows! We appreciate WGCL and Sarkes Tarzian and our listeners who tune in weekly. Local radio is key in keeping a community informed on news, sports, weather and more. If you miss an episode of "Your Money with David Hays," catch up at https://lnkd.in/gq8Hfp6x #WGCL #LocalRadio #NationalRadioDay #YourMoney #DavidHays #CFC #CFCI #TuneIn

Every week David Hays records a market commentary for WGCL Radio in Bloomington, IN. We want to start sharing that commentary with our social media followers as well. If you have questions or want to know more, please contact us at 812-334-3190 or cfc@cfci.us . #CFC #CFCI #DavidHays #InvestmentNews #FinancialAdvisor #MarketUpdate

Thank you to Ed Slott, CPA and his team for the opportunity to speak yesterday at the #EliteIRAAdvisor conference in Indianapolis!

CFCI

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Comprehensive Financial Consultants