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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 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 22 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.