What Exactly Does Getting Your "Ducks In A Row" Mean?
Why We Take A Wholistic Approach
Scott Leonardi began helping people protect their life’s work and ensure their insurance coverage fits their needs and lifestyle in 1995. Soon he realized a massive problem individuals had when it came to preparing for retirement. Many pre-retirees would do their best to be prepared for retirement but in many cases had not reviewed their planning wholistically.
This leads to several realities, or as we like to call them ducks, being out of line. Some can completely derail even a great nest egg if proper planning is not in place. Unfortunately, we have seen it happen when it is too late to put a plan in place.
Complete Solutions began educating and helping individuals take a wholistic approach in retirement planning to ensure all their ducks are in row.
So...What Ducks Should I Get In Line?
2,500+
Clients Helped
100+
Workshops Presented
Countless Ducks
Wrangled
Our Founder
My name is Scott Leonardi, President and Owner of Complete Solutions. As a Certified Financial Fiduciary, 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!
We would love to connect!
Meet Your Team
The People Behind Complete Solutions
Melissa Leonardi
Vice President
Kim Stamper
Executive Assistant
Kim Kunkle
Senior Tax Consultant
Cassidy Armstrong
Receptionist
Michael Leonardi
Sales Team Oversight
Judy Olsen
Client Support
Partners For Success
We partner with experts in their field to help ensure those special ducks get in line.
Chris Strehle
Managed Money & Licensed Investment Advisor
Karen Hamilton
Estate Planning Attorney
Kimberly Kunkle
Senior Tax Consultant
Elizabeth Durnell-Maier
Certified Elder Law Attorney
The Next Step Towards Your Great Adventure
Our wholistic approach analyzes all the realities (aka ducks) that affect retirement to ensure all your retirement ducks are in a row.
Design
Now that we understand where you currently are and where you want to be in the future, we can begin our work in developing your Great Adventure Retirement Roadmap to see what ducks may be out of line.
More About The RoadmapDeploy
Together we will review your roadmap results. During this time we will work together, answer questions and provide you with the knowledge to be confident in your planning. If adjustments are needed to reach your Great Adventure goals we will help you get your ducks in a row.
Monitor
Sometimes things change and ducks may wander out of line. This is why we consistently monitor your plan to ensure you are on track.
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.
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
Kind words from our clients
Resources To Reach Your
Great Adventure
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.
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!
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.
We Like To Get Things Done While Having Fun
