fbpx
Lifetime Income Planning 2019-04-23T19:17:17-04:00
fiduciary retirement planning valley stream ny

Lifelong Income Planning


.

Flat Fee Financial Planning

Fee–Only Investment Management

Medicare & Social Security Optimization

fiduciary advisor nassau county

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

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

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


Warning: array_rand(): Array is empty in /home/complet9/public_html/wp-content/plugins/wd-facebook-feed/framework/WDFacebookFeed.php on line 601
["error","An access token is required to request this resource."]
June 19, 2018
Mid-June 2018 Update

Check out our mid-month update!
.
.
#estateplanning #taxact #medicare #exchangerates #travelexchange #Canada #Peru #NewZealand #CompleteAdvisors

http://ow.ly/zsYb30kwEwZ

  Download in PDF Format for Easy Printing   An Unintended Consequence of the 2017 Tax Act: Estate Planning The big change to the recently passed tax and jobs act of 2017 is the doubling of the ... See more

June 11, 2018
Timeline Photos

"The highest #reward for man's toil is not what he gets for it, but what he becomes by it." - John Ruskin.
.
#MotivationalMonday #Inspire #Productive #Achieve #Success #Income #IncomePlanning ... See more

June 6, 2018
Timeline Photos

"There are no limits to what you can accomplish, except the limits you place on your own thinking." - Brian Tracy
.
#WisdomWednesday #Dreams #Success #Income #401K #Investment #IncomePlanning ... See more

June 4, 2018
Finding Your Lost Pension

Do you think you may have a lost #pension? Perhaps from an old employer that you worked for briefly many years ago? Don’t write it off as lost yet!
.
#socialsecurity #retirement ... See more

Thousands of Americans are entitled to pension payments they may not have claimed because they don’t know where to look for them - and just have too much else going on. Do you think you may have a ... See more

May 23, 2018
A Fix Everyone Loves to Hate for the $4 Trillion Retirement Savings Gap

In theory, putting at least part of #retirement #savings into an #annuity can make sure you always have some #income no matter what the markets do. So why the bad reputation? ... See more

Annuities have earned a reputation for high costs and complexity. The right kind could help.

May 21, 2018
Timeline Photos

"An inch of movement will bring you closer to your #goals than a mile of intention." - Steve Maraboli.
.
#MotivationalMonday #Quotes #inspire #Finance #PersonalFinance #Investing #InvestmentPlanner ... See more

May 16, 2018
Mid-May 2018 Update

Check out our mid-month update!
.
#WisdomWednesday #FinancialPlanning #FinancialTips #retirementplanning #investing #bitcoin #CompleteAdvisors
.
http://ow.ly/5REK30k1qaZ

  Download in PDF Format for Easy Printing     The thrill is gone: Bitcoin fizzles Source: WorldCoinIndex Bitcoin has dropped dramatically from its highs falling from nearly $20,000 to less than ... See more

May 14, 2018
Timeline Photos

“You don't have to be great to get started, but you have to get started to be #great.” - Les Brown.
-------------
#Start #Strong #Quotes #WorkHard #Success #MotivationalMonday #Finance ... See more

« 1 of 6 »

See if we’re a Good Fit!

All Services Start with a Free
Consultation

SCHEDULE YOURS

FINANCIAL PLANNING MADE PRECISELY CLEAR

© Copyright 2018 Complete Advisors | All Rights Reserved

Powered by Web Precision, Inc.

© Copyright 2018 Complete Advisors | All Rights Reserved

Powered by Web Precision, Inc.