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612-701-4408

No One Strategy Fits Everyone Our Team Approach An Approach Designed For You Perception vs. Reality

Creative financial planning from a team of professionals in both personal and business markets

R. Brian Raab is a Financial Advisor and Senior Partner of Comprehensive Planning Partners, LLC., a multi-disciplinary firm that focuses on creating customized solutions integrating your business, personal and financial goals. After carefully listening to your goals and objectives, Brian and his multifaceted staff and legal/tax referral team will work with you to align your actions with your values. Services include:  tax minimization, estate planning, real estate, asset protection, education funding, stock analysis, including motley fool and other economic professionals and retirement income. Brian’s comprehensive approach helps you uncover opportunities and risks unique to your situation while anticipating your short, medium and long-term needs. As goals change over time, Brian maintains an ongoing commitment to service.  Having served as a Wealth Manager over the past 29 years, it has been Brian's goal to earn the trust of many long-term clients.  This allows more time to be spent with the individual client in lieu of marketing to the masses. 



Who We Are

Who We Are

As an independent firm, we are committed to offering complete objectivity and balanced advice.

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What We Do

What We Do

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Why We Do It

Why We Do It

We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.

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The Vast World of Finances

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.

Comprehensive Planning Partners, LLC is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with objective advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.

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