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Will you outlive your income?
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Do you have your social security and Medicare optimization strategy?
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Do you have your comprehensive Retirement plan?
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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.
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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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.
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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
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
See if we’re a Good Fit!
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