Get The Answers You're Looking For
How will Taxes affect what my beneficiaries get?
What if one of us passes away?
How can I create wealth for my beneficiaries?
Do I have enough or too much life insurance?
The "3 Pillars of an Effective Legacy Plan":
Discover little-known strategies, professional advice & expert planning tips for securing your future.
This 5-Minute, FREE Guide Will Show You…
- Strategies to minimize taxation in retirement
- Legacy Planning Checklist
- Breakdown of the 3 Pillars of an effective Legacy Plan
- Survivor Income Planning
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
You have worked hard your whole life for what you have accumulated. It may give you peace of mind that after your gone the wealth you leave behind will support your family. But this doesn’t happen automatically.
Taxation In Retirement
There are many strategies to consider to help reduce taxation in retirement. With the most recent legislation in 2020 (SECURE Act) there were a few changes in how assets can be passed on. Learning about these changes and taking action now can drastically reduce your taxation.
Survivor Planning
You'll want to think about what your spouse would need in the event of your death. Run the numbers and figure out where gaps in income may lie.
Professional Help
You don't have to navigate legacy planning alone. Take advantage of a professional who can help you maximize funds to your heirs while minimizing your money going to the government.
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!
Statistically, women outlive men by 5 to 10 years.
More Money To Your Loved Ones
This 5-Minute, FREE Guide Covers…
- Strategies to minimize taxation in retirement
- Legacy Planning Checklist
- Breakdown of the 3 Pillars of an effective Legacy Plan
- Survivor Income Planning
What Our Clients Are Saying
Ready For Your Customized
Ultimate Wealth Transfer Analysis?
Get your specific Legacy 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.