Comprehensive Retirement Solutions and CRS Tax Solutions

About Us

Comprehensive Retirement Solutions and CRS Tax Solutions are two companies working cohesively to help you make the most of your financial situation. Our two companies help you strategically align your goals, income and tax liability.

Planning is an ongoing process so we meet with you quarterly to update your life and financial situation. No single financial solutions works for everyone, therefore our dynamic platform of resources helps you to find the best solutions for your business and personal goals.

As a successful small business we know the challenges of operating in a big business world and we can help you identify solutions to your small business needs.

Our financial planning, investment services, retirement savings plans, tax planning and tax preparation services are available a la carte but can be combined for maximum benefit.

We recognize many small businesses may have a planning partner already. If you should desire a second opinion, we are happy to provide a complimentary consultation and assessment of your current plan.

Our Location

Comprehensive Retirement Solutions and CRS Tax Solutions

11595 North Meridian Street, Carmel, IN, USA

Business Hours

Monday-Friday  8:00am-5:00pm* EDT

*Later appointment reviews available, in the evening, by appointment only.

*Extended hours during tax season.

Closed weekends and major holidays.

Service Area

We are securities registered to do investments in 32 states.

We are registered to do financial plans, and licensed to do tax preparation and various other services in the United States.

We offer investment review on the phone when you are unable to come to our office.

We offer an online portal with your statements and information for quick access any time.


Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.


We welcome the opportunity to meet with you and offer a complimentary one-hour consultation.