Services – Complete Solutions Insure

We Focus On

Holistic Planning So Our Clients Can Live Life To The Fullest In Retirement

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.

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Social Security Maximization

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

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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.

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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.

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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.

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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.

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Education

Here at Complete Solutions we are very serious about educating. We have made it our mission to educate as many people as we can when it comes to Retirement. Check our our resources.

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Why Choose Us

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.

About Us

We are in the business of helping people. Our goal is to help as many pre-retirees ensure their ducks are in a row for retirement. After all, you should enjoy your Great Adventure!

Speak with someone today!

Here at Complete Solutions we strive to make life simpler for you. When you know your lifestyle and future are protected you can live worry free. If you or someone you know can benefit from our services please contact us today!

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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.