Tell Us Your Story
Dealing with life changing events can be a complicated puzzle
- Transitioning from your major working years to the next phase of your life
- Finding yourself on your own again for whatever the reason
- Inheriting sudden wealth and the challenges it creates
Flooded by information from multiple sources—much of it generic or inaccurate—it often makes the right solutions harder to find for the life you envision for yourself, your family, and the causes you care about.
On an ongoing basis, our mission at Complete Wealth Management Solutions is to partner with our clients and share the responsibility of prioritizing goals, staying on course and simplifying the complex. The process turns confusion into clarity and confidence, so that you can make smart, thoughtful, strategic decisions both now … and as the years pass and priorities change
We look forward to bringing our experience and wisdom to the relationship and assist you in finding your true vision, analyzing your options, and identifying risks to your success.
Let us hear your unique story and work together to realize the possibilities.
• Is your portfolio efficient?
• Does it target the return you need to realize long term success in your planning?
• Does your “feeling” about acceptable short-term volatility match the risk your current portfolio is targeting?
Riskalyze mathematically and objectively evaluates a client’s Risk Number and helps answer the above questions. It replaces subjective categories like “Moderate” or “Aggressive” with a quantitative way to establish a framework for their investments.
You can access the questionnaire by clicking below
If you need to estimate taxes for the year, or the impact of any tax strategies, feel free to enjoy using this excellent tax calculator.