Great Adventure Retirement Roadmap
Discover the GAPs in your Retirement Plan with this complimentary report.
Schedule a 15 minute call below to learn more about how the Roadmap can help you.
Welcome, I'm Glad You Are Here
My name is Scott Leonardi President and Owner of Complete Solutions. I have made it my mission to educate as many individuals I can when it comes to retirement. Many pre-retirees make a crucial mistake in retirement planning…forgetting to actually plan. You see, saving money and contributing to your retirement account helps prepare you for retirement but determining how that money is going to work for you in retirement is the key.
This is why I created the Great Adventure Projection Report, otherwise known as our GAPR. This is a complimentary customized report that factors in the multiple areas that affect retirement and project your income options so you can ensure your ducks are in a row. Let’s roll up our sleeves and get to work now so you can sit back and enjoy your Great Adventure…whatever that looks like for you!
Get The Answers You're Looking For
When Can I Retire Without Running Out of Money?
When Should I claim Social Security?
How will economic Challenges affect my Portfolio?
What if I need Long Term Care or Pass Away?
Begin Your Planning Journey
Step One: Book Your "No Fuss" 15 Minute Intro Call
During our call I will introduce myself and discuss how the Roadmap can help you reach your goals in retirement. If you feel that the report will help you, we can book a Strategy Session.
Book NowStep Two: Schedule Strategy Session
During this session I will obtain the information needed to customize your report. A few examples include: your expenses, social security statement amounts & other retirement account figures.
Book Strategy SessionStep Three: Customization
Using our state of the art projection software I will provide a customized report and check for ducks out of line.
Step Four: Roadmap Review
You will receive your custom report and we will review the results. During this time we will help ensure your ducks are in a row for retirement.
Step Five: Enjoy Your Great Adventure
Now with the planning out of the way you will have peace of mind to focus on your Great Adventure.
A Few Things To Consider
Using our state of the art software we can project your retirement income across multiple scenarios out to age 100. With this 36 page custom report we will analyze where your GAPs may be and help ensure your financial future is protected.
Social Security
With over 567 sets of calculations to consider determining when to claim is a chore in itself. Our software will project your Social Security Income with different claiming strategies to help you determine when you should claim.
Economic Challenges
Although there are some uncertainty's there is one thing for certain...the cost of living will always go up. This report will show you how your portfolio will react in different economic challenges so you can plan for the unknown.
Unforeseen Circumstances
Long Term Care costs are astronomical and the number one factor that can destroy an otherwise sound portfolio. This along with premature passing can dramatically affect your spouse. Using this report we can gauge how this unforeseen circumstances can impact your portfolio.
What Our Clients Are Saying
