Comfoltey Financial Services

Strategies for Sound Financial Solutions for Wealth Creation and Preservation

"Wealth management isn't a product. It's the result of a relationship based on trust, integrity, and the quality of advice. Our goal is to become our client's most trusted advisor."   |   Gabrielle Comfoltey

Taking charge of your finances is difficult, but it is absolutely essential!
By taking a long-term view and establishing deep and valued relationships, we are able to help people take charge of their finances through comprehensive and personalized wealth advisory services. We work with highly qualified partners and specialists to provide our clients access to the best insurance, planning, and investment management resources available.
Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lease Payment

How much would your monthly lease payment be?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Newsletters

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

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