Legacy & Tax Planning – Complete Solutions Insure

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

"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 a 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."

Debora W.

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.