Complete Financial Solutions, Inc.

About

Independent Financial Advisor. We work with a "Select" group of clients acting as their personal CFO.

Story

It is our uncompromising commitment to use our history of success to develop a specific plan of action in order to keep you on the path towards financial security and independence, because everyone deserves a secure, independent retirement. We accomplish that mission by helping people save money, protect and grow their assets, and distribute their wealth in the most tax advantaged ways possible. Our main focus is to build a solid financial plan that will give our clients peace of mind throughout their retirement years. To develop a sound plan for your future, it's important for your trusted financial professional to see a complete 360-degree view of your financial picture, including how your retirement assets are integrated to work with one another. We offer a host of services, and if necessary, we can refer you to attorneys or tax professionals in our network to advise you on specific aspects of your financial plan. At Complete Financial Solutions, Inc. we offer the following services: Retirement Planning, IRA/401k Rollovers, Full 401-k review analysis for Companies, Wealth Accumulation, Investment Allocation Modeling, Structured Guaranteed Income Planning, Tax Planning, Estate Planning, Advanced Strategy Long Term Care Planning, IRA Legacy Planning, Discounted Legal Documents, Asset Protection, Advanced Life Insurance Strategies, Tax Reduction/Wealth Transfer Programs, Health Care/ Medicare Supplement Planning. Mr. Stephenson has been awarded the Excellence In Financial Planning award for three of the past four years. He writes for multiple publications and has been quoted in various media such as Boomer Market Advisor magazine. In just the last decade we've witnessed rampant market swings from bull markets to bear markets and back again. If there's one lesson that's been re-inforced, it's that you need a plan designed to weather any type of market or economic environment. It is important to feel you have control over your future. At Complete Financial Solutions, Inc. we offer our experience and expertise to help you design your own plan for financial independence. This plan is not some "cookie cutter" approach offered to everyone. This plan is unique to your circumstances, goals, and future plans.