Make Retirement Your Next Great Adventure

Whatever that looks like for you, we will help you get there.

Get My Ducks In A Row

Are Your Ducks Are In A Row?

Find out in the Great Adventure Retirement Guidebook

This complimentary guide is jam packed with helpful information and resources so you can be one step closer to your Great Adventure.

*By completing this form you are opting in to receive future resources to your inbox.

Retirement Planning Simplified

We educate pre-retirees on all the factors (aka ducks) that affect retirement. By getting your ducks in a row ahead of time you can rest easy and enjoy your Great Adventure!

Medicare

We uncover the ABCD's of Medicare & help you find coverage that works for you.  Here you thought you were done learning your ABC's.

Get Started

Social Security Maximization

Social Security is a major factor in your retirement income. Choosing which claiming strategy doesn't have to be complicated though.

Get Started

Long Term Care

Seven out of Ten people over the age of 65 will require long term care at some point. It's important to prepare for care.

Get Started

Retirement Income Planning

You have worked hard your whole life to accumulate what you have. As retirement approaches it's time to ensure those assets are protected and you have enough income to last your lifetime.

Get Started

Legacy & Tax Planning

Whether you want to leave a legacy behind or just ensure more of your money goes to your beneficiaries rather than the government learning how you can accomplish it doesn't have to be complicated.

Get Started

Estate Planning

No one can predict the future, but one thing is for sure: If we leave unanswered questions about how to settle our affairs, life for those we love could be even more difficult. 

Get Started

Meet Our Founder

Scott Leonardi

Certified Financial Fiduciary & Chief Duck Wrangler

My mission is to educate individuals to build and protect their future.  For over 25 years I have been helping pre-retirees get their ducks in a row for retirement. With our strategic process we help ensure you don’t have to live a “just in case” retirement but live out your Great Adventure. 

Learn More

Kind words from our clients

"Scott was very helpful when he helped us with Medicare and Social Security. He is very knowledgeable with all areas of the retirement journey . I would highly recommend Complete Solutions to anyone trying to get their retirement needs in order."

Paula E.

"Meeting Scott for the first time at an informational seminar regarding Medicare and Social Security was the best move my husband and I ever did. We learned so much that when it was time to register, the process was easy. We highly recommend Complete Solutions Inc. for all your Insurance needs. Scott and his team will work FOR you."

Lynn D.

"Scott Leonardi went above and beyond helping me register with Social Security. He had "Webinar with me and helped me to register online. With the pandemic, there was no one to answer questions or to help sign up. I would recommend this business to anyone preparing to retire."

Debra W.

Get Your Complimentary

Great Adventure Retirement Roadmap

This roadmap will help you learn how…

  • To MAXIMIZE your income WITHOUT running out of Money
  • CHANGES IN MARKETS will affect you
  • INFLATION will impact your money
  • To deal with RISING MEDICAL EXPENSES
  • You could reduce your TAXES in retirement
  • To make sure your family gets MORE & the government gets LESS
I Need This
Great Adventure Retirement Roadmap

What Separates Us From The Flock

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.

Resources To Reach Your
Great Adventure

Great Adventure Retirement Roadmap Graphic

Podcast

This is not your average financial podcast. Host Scott Leonardi covers many factors (a.k.a. ducks) that affect retirement in a fun way. Quacks Guaranteed.

Listen Here
Live Workshop Graphic

Complimentary Great Adventure Retirement Roadmap

In this comprehensive roadmap you will receive income projections tailored to you across multiple scenarios so we can ensure your ducks get in line!

Get Mine
Scottie Show Podcast Graphic

Live Workshops

Scott’s educational seminars are a must see! Education is his mantra, and “what you don’t know can hurt you!” Providing a wide array of subjects you gain the knowledge you deserve.

Learn More

It's Time To Take The Next Step

Schedule a 15 minute intro call to get to know Scott and get your questions answered.

Schedule Now
Scroll to Top