Comprehensive Planning Corp

Comprehensive Planning Corp Certified Financial Planners based in Kokomo, IN. Comprehensive Planning Corp was established in 1993, by David Gaylor and Matthew Bolinger.

Our company is based on the principle that education and understanding of your current financial situation is vital to making prudent decisions concerning your future financial condition. The mission was to help people invest for their future. In 2020, Roller Wealth Management acquired/merged with Comprehensive. This broadened the experience base to include younger generations to continue long int

o the future. Today we serve clients all over the United States. We value each dollar as we understand it represents delayed gratification of each client. Our success has come from long established relationships with our clients who value our knowledge, experience, and accessibility. Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org, www.sipc.org. Investment advice offered through Independent Advisor Alliance
a registered investment advisor. Independent Advisor Alliance and Roller Wealth Management are separate entities from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

A little gingerbread, a little Snap-on, and a whole lot of giving! 🎄💛 Proud to support We Care of Kokomo with our sweet ...
11/18/2025

A little gingerbread, a little Snap-on, and a whole lot of giving! 🎄💛 Proud to support We Care of Kokomo with our sweet new gingerbread Christmas tree!

🎶✨ Thank you to everyone who joined us at last week’s Community Concert! We had such a great evening together filled wit...
08/25/2025

🎶✨ Thank you to everyone who joined us at last week’s Community Concert! We had such a great evening together filled with music, fun, and community spirit.

A big shoutout to The Time Travelers for putting on an amazing show and to Popcorn Café for keeping us all stocked with delicious popcorn. 🍿🎶

We’re so grateful for everyone who came out to support—events like these wouldn’t be the same without you!

🎶 Concert in the Park! 🎶Join us this Thursday from 6–8 PM at Highland Park for an evening of great music with The Time T...
08/19/2025

🎶 Concert in the Park! 🎶
Join us this Thursday from 6–8 PM at Highland Park for an evening of great music with The Time Travelers! 🎸✨

Bring your friends and family! We can’t wait to see you there!

🔥 The meat is sizzlin’ and we’re getting ready for YOU! 🔥Join us tomorrow from 3–6 PM for our Grab & Go event!We can’t w...
06/18/2025

🔥 The meat is sizzlin’ and we’re getting ready for YOU! 🔥
Join us tomorrow from 3–6 PM for our Grab & Go event!

We can’t wait to see our amazing clients swing by!

08/26/2024

A huge thank you to everyone who made last Thursday's community concert a night to remember!

We were thrilled to see so many of our clients and friends at the park. It was an incredible evening, and we loved spending it with each and every one of you.

A special shoutout to Matt and the Time Travelers for their fantastic performance. We can’t wait for the next show!

And finally, a big thanks to Popcorn Cafe for partnering with us and providing delicious popcorn. If you haven’t already, we highly recommend stopping by to check out their amazing flavors!

We would like to invite you to a concert in the park featuring The Time Travelers. August 22nd 6:00 - 8:00pm Located at ...
08/19/2024

We would like to invite you to a concert in the park featuring The Time Travelers. August 22nd 6:00 - 8:00pm Located at the Highland Park Stage. Come enjoy an evening to relax and hear some great music.

We’re so excited to see our valued clients at today’s Shred and Cyber Security Event. And while you’re there make sure ...
06/12/2024

We’re so excited to see our valued clients at today’s Shred and Cyber Security Event. And while you’re there make sure to enjoy some homemade strawberry shortcake.

Happy National Donuts day! 🍩
06/07/2024

Happy National Donuts day! 🍩

Enjoying the beautiful weather in the new lunch spot.
05/13/2024

Enjoying the beautiful weather in the new lunch spot.

The CPC Lions enjoyed the Eclipse today.
04/08/2024

The CPC Lions enjoyed the Eclipse today.

Thank You LPL and UCLA for providing some great education this week.
06/24/2023

Thank You LPL and UCLA for providing some great education this week.

Address

3806 Southland Avenue
Kokomo, IN
46902

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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