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fiduciary retirement planning valley stream ny

My name is Evan Levine. For over 30 years, I have been helping investors stay on track financially with objective and unbiased advice.
Contact me today.

fiduciary retirement planning valley stream ny

Complete Advisors is an independent fee-only fiduciary. We work with individual investors between the ages of 55–70 who have at least 750,000 of investable assets. We provide you with a comprehensive financial plan that will result in long term financial security and lifelong income.

We also work with 401k employers helping to fix problems and improve their qualified retirement plans. Services include: selection and monitoring of investments, development of investment policy statement, participant education and advice and FULL 3(38) fiduciary protection. We also have strategic alliances with independent recordkeepers, third party administrators, administrative 3(16) fiduciaries and ERISSA counsel.

INDIVIDUAL INVESTOR?
We can help you plan for your financial future, get and stay on track with comfort and confidence.
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401k PLAN SPONSOR?
We can help you solve your retirement plan problems by providing you a complete 401k outsourcing solution that goes beyond investment advice. This includes plan design consulting, record-keeping, administration, participant education and FULL fiduciary protection.
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HOW MUCH WILL YOUR LONG-TERM CARE BE?

Assess your longevity and out-of-pocket care costs and make sure it fits into your financial plan.

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Complete Advisors
181 South Franklin Ave , Suite 303

Valley Stream, NY, 11581

Phone: 516.240.6161
Cell: 917.696.0674

Fax: 516.706.5156

Email: evan@completeadvisors.com

April 18, 2018
This is how long $1 million in retirement really lasts

Determine how long $1 #million would really last in #retirement. 💰💵🤑
http://ow.ly/VOKt30jqmSq.
.
#finance #personalfinance #investment #inthenews #investor #financialadvice #financialplanner ... See more

GoBankingRates compared average expenses for people age 65 and older, including groceries, housing and health care, to determine how long $1 million would really last in retirement.

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April 11, 2018
Mid-April 2018 Update

Check out our mid-month update!

#FinancialPlanning #FinancialTips #retirementplanning #estateplanning #investing #demographics #utilities #waterrates #CompleteAdvisors

http://ow.ly/j4bJ30jqAYM

  Download in PDF Format for Easy Printing   Here comes the Boom!: Demographics Demographics and population data are carefully tracked by the Census Bureau in order to better determine what the ... See more

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April 4, 2018
Warren Buffett's 3 Most Profitable Pieces Of Advice

#WarrenBuffett has once again spoken with more sage advice for the masses.
--------
#WisdomWednesday #Wealth #WealthManagement #RetirementPlanner #IncomePlanning #FinancialAdvisor #NY ... See more

Warren Buffett had three investment advice gems in his most recent annual report. Here's what you need to know.

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March 28, 2018
Retirement Income Planning Advisor | Evan Levine of Complete Advisors

Looking for lifelong income planning? Visit my website for a FREE download of my eBook "The 7 Tiers of Lifelong Income Planning’ today! 💰
.
👉https://www.completeadvisors.com/
.
#retirement ... See more

LIKE
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HAHA
WOW
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ANGRY
LIKE
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March 21, 2018
Benefits Of Adding 3(38) And 3(16) Fiduciary Protection To Your ERISA 401(k)/403(b) Retirement Plan

#Retirement #planning is a significant concern for workers at every point in their #careers, from recent graduates to those preparing to leave the #workforce. ... See more

Many organizations have elected to add 3(38) and 3(16) fiduciary protection to their retirement programs, saving time for in-house staff and minimizing risk by ensuring plans are fully compliant with ... See more

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« 1 of 4 »

All Services Start with a Free
Consultation

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Contact Info

Complete Advisors
181 South Franklin Ave , Suite 303

Valley Stream, NY, 11581
Phone: 516.240.6161
Cell: 917.696.0674

Fax: 516.706.5156

Email: evan@completeadvisors.com

Social Feed

April 18, 2018
This is how long $1 million in retirement really lasts

Determine how long $1 #million would really last in #retirement. 💰💵🤑
http://ow.ly/VOKt30jqmSq.
.
#finance #personalfinance #investment #inthenews #investor #financialadvice #financialplanner ... See more

GoBankingRates compared average expenses for people age 65 and older, including groceries, housing and health care, to determine how long $1 million would really last in retirement.

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
April 11, 2018
Mid-April 2018 Update

Check out our mid-month update!

#FinancialPlanning #FinancialTips #retirementplanning #estateplanning #investing #demographics #utilities #waterrates #CompleteAdvisors

http://ow.ly/j4bJ30jqAYM

  Download in PDF Format for Easy Printing   Here comes the Boom!: Demographics Demographics and population data are carefully tracked by the Census Bureau in order to better determine what the ... See more

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
LIKE
LOVE
HAHA
WOW
SAD
ANGRY
April 4, 2018
Warren Buffett's 3 Most Profitable Pieces Of Advice

#WarrenBuffett has once again spoken with more sage advice for the masses.
--------
#WisdomWednesday #Wealth #WealthManagement #RetirementPlanner #IncomePlanning #FinancialAdvisor #NY ... See more

Warren Buffett had three investment advice gems in his most recent annual report. Here's what you need to know.

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
March 28, 2018
Retirement Income Planning Advisor | Evan Levine of Complete Advisors

Looking for lifelong income planning? Visit my website for a FREE download of my eBook "The 7 Tiers of Lifelong Income Planning’ today! 💰
.
👉https://www.completeadvisors.com/
.
#retirement ... See more

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
LIKE
LOVE
HAHA
WOW
SAD
ANGRY
March 21, 2018
Benefits Of Adding 3(38) And 3(16) Fiduciary Protection To Your ERISA 401(k)/403(b) Retirement Plan

#Retirement #planning is a significant concern for workers at every point in their #careers, from recent graduates to those preparing to leave the #workforce. ... See more

Many organizations have elected to add 3(38) and 3(16) fiduciary protection to their retirement programs, saving time for in-house staff and minimizing risk by ensuring plans are fully compliant with ... See more

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
LIKE
LOVE
HAHA
WOW
SAD
ANGRY
« 1 of 4 »

See if we’re a Good Fit!

All Services Start with a Free
Consultation

SCHEDULE YOURS

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