Get The Answers You're Looking For
How Can I Avoid Probate?
Revocable vs Irrevocable Trust?
What Documents do I actually Need?
How Can I get These Documents without high fees?
The "Essentials of Estate Planning" Guide:
Discover little-known strategies, professional advice & expert planning tips for securing your future.
This 5-Minute, FREE Guide Will Show You…
- The 4 essential documents you need in an Estate Plan
- Irrevocable vs. Revocable Trust
- Why Estate Planning Documents are so important
- Different types of Power of Attorney (POA)
74% of working age people around the world plan to leave an inheritance for their children. But how much of that inheritance will they actually get?
A Few Things To Consider
Whether you have a lot of stuff or little stuff… it is YOUR stuff. You should be the one to decide what happens to it.
Independent Agency
We are an independent agency meaning we do not work for just one company so we are able to compare all the plans in your area to help you determine which one will fit your needs.
Local
When you call our office you will always speak with a live, local person. No automated systems and no fuss. We are always here to answer your questions.
Lifetime Service
When we assist you with your plan we provide continual support to you throughout the year. We keep you updated of any changes and review your plan every annual enrollment to ensure you are set for the following year. Other service we provide assistance with are billing issues, care coordination, and coverage questions.
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 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!
Only 32% of Americans have a will and the ability to avoid high costs and possible years of fighting in probate court.
Have a Will not a Wont
This 5-Minute, FREE Guide Covers…
- The 4 essential documents you need in an Estate Plan
- Irrevocable vs. Revocable Trust
- Why Estate Planning Documents are so important
- Different types of Power of Attorney (POA)
What Our Clients Are Saying
Ready For Your Customized
Estate Planning Strategy Session?
Get your specific Estate Planning questions answered with a complimentary one on one with Scott Leonardi. He can then evaluate and help you determine which strategy is right for you.