We stand for what we believe in at comprehensive
Financial Group
We believe in continuing to set goals
and image different futures-for you.
You have to maintain a sense of wonder. You have to keep an eye out for the funny things in life. We believe, when you form human connections, you embrace life. That’s our philosophy.
Our team is dedicated to serving client’s needs. We’re independent, which means you’re not alone-we’re here to help you with your financial and retirement planning goals. And the values we adhere to ensure you’ll always come first.
"Brad loves his career and his clients - as evidence by the amount of time and effort he spends on each individual person he advises."
Brad Barclay
CEO
Brad Barclay is a professional, full-service retirement adviser with more than 18 years of experience in the financial services and retirement planning industry. Brad believes in making sure his clients have the maximum amount of tax savings and interest earnings working for them, in adhering to fiduciary standards, and in ensuring his clients have a minimum amount of taxes and interest working against them. He helps clients think through all aspects of their retirement and financial situation, including loans, tax minimization, income planning, and living and recreational expenses.
Putting clients’ needs first is Brad’s version of the Golden Rule: Do unto clients as you would want someone to do for you. As an adviser, he is constantly searching for the best accounts, the most qualified money managers, the most efficient strategies, and the best tools available to help clients achieve the most successful possible outcomes for their individual situations.Brad loves his career and his clients—as evidenced by the amount of time and effort he spends on each individual person he advises. Brad earned his bachelor’s degree in Spanish and his minor in professional sales. He is a Series 65 Investment Adviser Representative and a Utah Mortgage Loan Officer, as well as an Ace Personal Fitness Trainer.
When he’s not in the office, Brad enjoys spending time with his wife, Jennifer, and with his kids, Breanna, Brandon, Tyler, Hannah, and Xander. He also loves boats, motorcycles, and being near the water, as well as entertaining at home or at the family’s cabin at Flaming Gorge
What can Comprehensive
Financial Group offer you?
We can do almost anything you set your mind to
2150 S. Main St. Suite 106
Salt Lake City, UT 84115
Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.
Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.