Comprehensive Financial Planning Corporation (CFPC) intends to be registered under state securities laws and the Federal Investment Advisors Act of 1940. Our firm primarily conducts advisory services under the name of Highstone Group (HSG). Comprehensive Financial Planning Corporation was formed in 1983 by Ronald J. Hochstein. Mr. Hochstein is 100% owner of the corporation and remains as the firm’s President. The other officers of the company are Amy Hochstein Clark and Justin P. Hochstein. Asset Management HSG offers a variety of investment advisory services to its clients. First and foremost, we offer individual portfolio management and investment supervisory services (“Asset Management”). The firm provides individualized investment advice to clients based upon the client's specific needs. Through personal consultations, we gather specific financial data to develop a client’s personalized profile, which includes their investment objectives, current financial position, risk profile, investment time horizon, tax situation and liquidity needs. We review the client's personalized profile and, based upon this review, we determine an appropriate asset allocation for the client. Such allocations consider the client's liquidity needs, portfolio goals, tax objectives and risk tolerance. We then recommend specific investments to implement the client's recommended asset allocation, incorporating a client’s existing holdings where appropriate. We may also recommend non-securities products as part of this service to provide a more comprehensive approach to meeting the client’s needs. HSG does not limit its investment recommendations to any specific type of product or security. A client’s individual needs and objectives are analyzed to determine appropriate investments and products for the client. Since different types of investments typically involve different types of risk, the firm conducts a risk analysis of the client and his/her overall portfolio before recommending a certain investment. We generally manage assets on a non-discretionary basis, which

means the client is always free to place restrictions on the types of investments the firm recommends for the client’s portfolio. In general, the firm utilizes equity investments in individual stocks, mutual funds, and exchange traded funds. We also provide recommendations on fixed income investments, including individual bond positions, bond mutual funds, certificates of deposit, and fixed income exchange traded funds. In addition, we provide advice related to real estate limited partnerships and Real Estate Investment Trusts and may also provide advice on variable and fixed insurance products. In some cases, we may recommend the purchase or sale of derivative products, including options contracts. However, since associates of HSG are registered representatives of Silver Oak Securities, Inc., a registered broker/dealer, investment recommendations are limited to only those products offered through that firm. Consulting Services In addition to individualized investment management, HSG offers investment consulting services on an hourly-fee basis. This hourly fee is negotiable depending on the complexity of the service. Such consultation is normally offered to assist a client in an isolated area of concern, such as a specific investment or a specific area of financial planning. Consulting services are also offered in the form of administrative assistance not involving investment advice, to provide cost-basis information, or facilitate the transfer of assets or accounts. These services may be provided by HSG officers, representatives, or administrative support staff. Assets Under Management As of March 28, 2024, HSG was providing regular and continuous Asset Management services for 177 clients, “Households”. The total value of assets under management was $219,303,289 held in 835 accounts. This is all held as Non-Discretionary. Assets under management are calculated using the available market prices of all investments held in client portfolios, as reported by the Investment Company or custodian holding such assets on the date of valuation.