Comprehensive Planning Concepts
Financial Planner and Life insurance
Matthew McNelis | he/him/his
☎️: 551.208.9236
website: comprehensivepcs.com
LinkedIn: Matthew McNelis
📍Edison, New Jersey | Remote ✅ (via Zoom!)
A little about Matthew…
Comprehensive Planning Concepts was formed with one idea in mind–to evaluate ALL phases of your financial life in a clear, deliberate and organized way. Over the years, people have gotten used to making isolated financial decisions when it comes to: Investing, Taxes, Estate Planning, and Insurance.The truth is that this approach causes inefficiencies and lost opportunities
We believe in the power of teamwork and the idea that no financial concept can be implemented without impacting the other aspects of your personal financials. Our partnerships with CPA’s and attorneys, combined with financial planning capabilities allows us to act as the quarterback of the client’s team as we evaluate all financial topics.
Certifications
FINRA Series 6,7,66 & Life and Health in multiple states