Comprehensive Planning is an essential partner for every advisor looking for insurance solutions for their clients and prospects. Unlike many of our competitors, we are not simply a source for products, we put your client relationship first. We will guide you through the process each step of the way. From design to delivery, our team is with you to make sure you succeed.
Comprehensive Planning, Inc. was founded in 1981 by Edward E. Archey Jr., CLU, ChFC and Deborah J. Gilder, CLU. They transformed a Transamerica branch agency into a multi-carrier brokerage agency that excels in solution based planning. We became a Lifemark Partner in 2005 to provide our advisors even more access to services and solutions (take a few minutes to watch the video and learn more!). Now in the second generation, Comprehensive Planning is dedicated to supporting our advisors and providing superior service.