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3500 West Olive Avenue
Suite 300
Burbank, CA 91505

Comprehensive Wealth Management Robert Farmer

818-237-5589

 
Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React Once Upon a Goal

Welcome

Comprehensive Wealth Management focuses on investment management and helping clients know how to retire and when to retire. Our financial advisors help clients with financial planning, estate planning, and pension plan design. We are located in greater Los Angeles and have clients throughout Southern California, including Ventura, Los Angeles, Orange, San Diego, San Bernardino and Riverside Counties.

By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.

We can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve them. We recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle.

We look forward to working with you and your family.

Helpful Content

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

 

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Saving for College 101

Here’s a crash course on saving for college.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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