Lifetime Income Planning 2017-10-30T15:39:40+00:00

Lifelong Income Planning


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Flat Fee Financial Planning

Fee–Only Asset Management

Social Security Integration Planning

Health & Custodial Care Cost Assessment

For us to get to know one another and learn if it makes sense to continue or not.

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Asking questions and collecting information pertaining to your goals and finances

Aligning your overall finances, estate and investment strategy with your goals and objectives.

Forms are completed and accounts are established, where needed, to align your overall finances with your core objectives.

Critical ongoing updates to keep us on track typically 1- 4 times per year, remote or face to face. Adjustments to your plan, estate , protection and portfolio may take place if needed.

Organize your finances. This Fiduciary Service will provide you with a comprehensive coordinated plan and a lifetime of security and peace of mind.

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A checklist of needed documents for a lifelong income planning review can be found here.

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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

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Sign Up to Receive
Newsletters & Financial Tips

See if we’re a Good Fit!

All Services Start with a Free
Consultation

SCHEDULE YOURS

FINANCIAL PLANNING MADE PRECISELY CLEAR

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© Copyright 2017 Complete Advisors | All Rights Reserved

Powered by Web Precision, Inc.