Broker Check

We are available to answer your questions or concerns.  Call Galo at (323) 464-6040 or email us at ryan@cfsinvestors.com

Finding the Balance Retirement and Quality of Life Behavioral Finance 4 Elements of an Estate Strategy

We are available to answer your questions or concerns.  Call Galo at (323) 464-6040

At Comprehensive Financial Services (CFS), Galo wants you to know your concerns are our priority during these challenging times. During the California Lockdown, we have verified we’re classified as an essential business in order to be available for you. Due to health concerns, we have arranged for at least one person available for your calls.

Please be patient if you happen to receive a voicemail.

Be safe & well.  

Have you been receiving our emails regarding the Coronavirus & its impact on the market?  Call Galo at (323) 464-6040

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Comprehensive Financial Services (CFS) strives to offer the most complete solutions to our clients’ financial needs and objectives. Whether it’s home or commercial financing, estate or investment planning*, life or health insurance, or trustee services, CFS hopes to offer a custom resolution for our clients.

In addition to founding CFS, Galo is an investment advisory representative* registered with Avantax Vest Advisory ServicesSM. Mr. Medina holds a Series 7 (General Securities) license, a Series 65 (Uniform Combined State Law) license, and California State Life Insurance and Annuity licenses. Also, He holds a Mutual Fund Counselor Charter (CMFC) from the College of Financial Planning, as well as a Certified Senior Advisor designation from the Society of Certified Senior Advisors. 

Mr. Medina is responsible for the financial planning and investment areas of our practice. These services include investment advisory services, retirement planning, college education planning, estate/legacy planning, and personal/corporate life insurance. Galo also works closely with Matt Crammer and Robert Kern on tax planning issues in order to provide our clients with simplified, integrated, and comprehensive wealth management services.

Mrs. Robyn Medina has over ten years experience in the investment securities industry and is a registered representative for Avantax Investment ServicesSM. She specializes in the college savings arena with an expertise of 529 plans.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at email or call us at 323-464-6040. We look forward to hearing from you. 

Helpful Content

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

 

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

View all articles arrow

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

A Look at Systematic Withdrawals

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

View all calculators arrow

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

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

Your Cash Flow Statement

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

View all presentations arrow

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Consider These 3 Things Before Driving Off the Lot

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

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

View all videos arrow