Helping Thousands Prepare For Retirement
Our Owner
My name is Scott Leonardi, President and Owner of Complete Solutions. I have made it my mission to educate as many individuals as I can when it comes to retirement. For over 25 years I have helped pre-retirees get their ducks in a row for Retirement. Some of the key areas I focus on:
- Make the money you have worked your whole life to obtain work for you in Retirement.
- Maximize your Social Security Benefit by evaluating which claiming strategy is suited for you.
- Find Medical and or Prescription coverage that fits your needs and budget.
As I mentioned, Education is my priority. This is why I host live seminars, webinars, The Scottie Show podcast, and offer complimentary 1 on 1 consulting to help educate you on your options in Retirement.
Let me help ensure your ducks are in a row so you can sit back and enjoy your Great Adventure…whatever that looks like for you!
Our Story
Our founder, Scott Leonardi, became a licensed health and life insurance agent in 1995 with the desire to help people protect their life’s work and to ensure their insurance coverage fits their needs and lifestyle. In 1998, He started the Complete Solutions concept with the goal of helping individuals focus on multiple areas to ensure their lifestyle and future are protected. We are independent, meaning we can utilize multiple companies, to find the product that truly makes the most sense for you.
Our Planning Method
Using our wholistic planning strategy we are able to ensure ALL your ducks are in a row for Retirement. We have found that by looking at all the realities that affect Retirement we have been able to give individuals peace of mind knowing they are covered in every aspect.
Design
Together we analyze, review and discuss your goals and detailed information. Once we understand where you currently are and where you want to be in the future, we can begin work to develop a comprehensive plan that best fits your needs.
Book Strategy SessionDeploy
After you choose the option that is the right solution for you, we begin to execute your plan. By working together, we help provide you with the knowledge for you to be confident in your planning and your future.
Monitor
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.
Why Choose Us
Local
We are just a call or drop in away from you to assist with any of your needs. No long hold times necessary.
Independent
We do not work for an individual company we work for you. This way are able to customize your planning needs.
Wholistic Planning
We review your Retirement Plan as a whole. This helps ensure there are no GAPS in coverage or income.
Lifetime Service
When you become a client we provide continual service to you for life. Our CSI family is your family.
Education
Here at Complete Solutions we are very serious about educating. We have made it our mission to educate as many people as we can when it comes to Retirement. Check our our resources.
Hungry for more?
Schedule a "No Fuss" 15 minute complimentary call.
Our Staff
What Our Clients Are Saying
We Focus On
Holistic Planning So Our Clients Can Live Life To The Fullest In Retirement
Ready For Your Customized
Great Adventure Projection Report?
This report will project your retirement income over several different scenarios so that you can see where your GAPS in coverage may be.
