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fiduciary retirement planning valley stream ny

Complete Advisors is an Independent financial advisory and planning firm which assumes a direct fiduciary relationship with retirement plan sponsors and individual investors.

Our role is to provide comprehensive, objective, and client-centered financial planning advice to individual investors and retirement plan sponsors.

Our most important service, lifelong income planning, will help you create a retirement plan for long-term financial security and lifelong income.

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

INDIVIDUAL INVESTOR?
We can help you plan for your financial future, get and stay on track with comfort and confidence.
GET STARTED NOW!

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.
GET STARTED NOW!

FREE DOWNLOAD

  • Are you in your 50’s or 60’s?

  • Are you thinking about retirement income?

  • Do you have a social security and Medicare optimization strategy?


    Then get your FREE copy of my eBook ‘The  7 Tiers of Lifelong Income P
    lanning’ now.

Add me to the monthly newsletter

LONG-TERM CARE CALCULATOR

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.

RISK ANALYSIS

WHAT IS YOUR RISK NUMBER?
Assess your risk tolerance with our Free Portfolio Risk Analyzer and be sure your portfolio fits you.

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Contact Info

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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

February 23, 2018
Timeline Photos

"Your past doesn't define you, it prepares you." - Darren Hardy.

---------------
#TGIF #HappyFriday #Quotes #Preparation #Success #Retirement #Finances #FinancialAdvisor #NYC #CompleteAdvisors

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February 21, 2018
6 Last-Minute Retirement Planning Strategies | Bankrate.com

Implementing some last-minute solutions may not work as well as long-term #retirement #planning, but it’s better than doing nothing at all.

http://ow.ly/KSpr30iwijD
---------
#Savings ... See more

The clock is ticking, but you still have time to build a golden retirement.

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ANGRY
February 16, 2018
Timeline Photos

Take the proactive #steps in #achieving your #passions, daily #goals and establishing deadlines!

----------
#HappyFriday #TGIF #Accomplishment #401K #Investments #InvestmentPortfolio ... See more

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ANGRY
February 12, 2018
Timeline Photos

"Don't worry about #failure; you only have to be right once." ― Drew Houston.

-----------
#MotivationalMonday #Quotes #Succeed #Overcome #Limits #EarlyRetirement #Retirement #Financials ... See more

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HAHA
WOW
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ANGRY
February 7, 2018
How To Plan For An Unexpected Early Retirement

Great retirement plans take into account #investment-return assumptions and withdrawal #rates. They should also include #planning for unexpectedly early departures from the #workforce. ... See more

Ways to get your finances in shape now in case you wind up in this position.

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
February 5, 2018
Timeline Photos

"The difference between ordinary and #extraordinary is that little #extra." ― Jimmy Johnson.

------------
#MotivationalMonday #Quotes #Success #FinancialSuccess #Finance #Fiduciary #Investment ... See more

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
February 2, 2018
Timeline Photos

#Life isn't about waiting for the #storm to pass...It's about #learning to dance in the rain.” ― Vivian Greene.
------------
#Friday #QuotesToLiveBy #TGIF #Stocks #Finances #Investments ... See more

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LOVE
HAHA
WOW
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ANGRY
January 31, 2018
Avoid These 5 common Medicare Mistakes

Are you signed up for #Medicare?

#FuturePlanning #healthcare #retirementplanning #incomeplanning #financialadvice #financialadvisor #CompleteAdvisors #NewYork

http://ow.ly/6LnO30i7fRT

Are you signed up for Medicare? Medicare will help you cover certain healthcare costs, but you must pay for the privilege. Many people roll their eyes when they even think about dealing with ... See more

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
January 29, 2018
Timeline Photos

“Don't be afraid of the space between your #dreams and reality. If you can #dream it, you can make it so.” ― Belva Davis.
-----------
#MotivationalMonday #Overcomer #Goals #Inspirational ... See more

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HAHA
WOW
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ANGRY
« 1 of 2 »

All Services Start with a Free
Consultation

SCHEDULE YOURS

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

February 23, 2018
Timeline Photos

"Your past doesn't define you, it prepares you." - Darren Hardy.

---------------
#TGIF #HappyFriday #Quotes #Preparation #Success #Retirement #Finances #FinancialAdvisor #NYC #CompleteAdvisors

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
February 21, 2018
6 Last-Minute Retirement Planning Strategies | Bankrate.com

Implementing some last-minute solutions may not work as well as long-term #retirement #planning, but it’s better than doing nothing at all.

http://ow.ly/KSpr30iwijD
---------
#Savings ... See more

The clock is ticking, but you still have time to build a golden retirement.

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
February 16, 2018
Timeline Photos

Take the proactive #steps in #achieving your #passions, daily #goals and establishing deadlines!

----------
#HappyFriday #TGIF #Accomplishment #401K #Investments #InvestmentPortfolio ... See more

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
February 12, 2018
Timeline Photos

"Don't worry about #failure; you only have to be right once." ― Drew Houston.

-----------
#MotivationalMonday #Quotes #Succeed #Overcome #Limits #EarlyRetirement #Retirement #Financials ... See more

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
February 7, 2018
How To Plan For An Unexpected Early Retirement

Great retirement plans take into account #investment-return assumptions and withdrawal #rates. They should also include #planning for unexpectedly early departures from the #workforce. ... See more

Ways to get your finances in shape now in case you wind up in this position.

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
February 5, 2018
Timeline Photos

"The difference between ordinary and #extraordinary is that little #extra." ― Jimmy Johnson.

------------
#MotivationalMonday #Quotes #Success #FinancialSuccess #Finance #Fiduciary #Investment ... See more

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
February 2, 2018
Timeline Photos

#Life isn't about waiting for the #storm to pass...It's about #learning to dance in the rain.” ― Vivian Greene.
------------
#Friday #QuotesToLiveBy #TGIF #Stocks #Finances #Investments ... See more

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
January 31, 2018
Avoid These 5 common Medicare Mistakes

Are you signed up for #Medicare?

#FuturePlanning #healthcare #retirementplanning #incomeplanning #financialadvice #financialadvisor #CompleteAdvisors #NewYork

http://ow.ly/6LnO30i7fRT

Are you signed up for Medicare? Medicare will help you cover certain healthcare costs, but you must pay for the privilege. Many people roll their eyes when they even think about dealing with ... See more

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
January 29, 2018
Timeline Photos

“Don't be afraid of the space between your #dreams and reality. If you can #dream it, you can make it so.” ― Belva Davis.
-----------
#MotivationalMonday #Overcomer #Goals #Inspirational ... See more

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
« 1 of 2 »

See if we’re a Good Fit!

All Services Start with a Free
Consultation

SCHEDULE YOURS

FINANCIAL PLANNING MADE PRECISELY CLEAR

© Copyright 2017 Complete Advisors | All Rights Reserved

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© Copyright 2017 Complete Advisors | All Rights Reserved

Powered by Web Precision, Inc.