Lifetime Income Planning 2018-04-12T17:37:43+00:00
fiduciary retirement planning valley stream ny

Lifelong Income Planning


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Flat Fee Financial Planning

Fee–Only Investment Management

Medicare & Social Security Optimization

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

Schedule Yours Today

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.

View Fees & Services

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

Contact Info

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See if we’re a Good Fit!

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

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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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© Copyright 2017 Complete Advisors | All Rights Reserved

Powered by Web Precision, Inc.