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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Lease Payment

How much would your monthly lease payment be?

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Newsletters

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

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