Tag Archives: Complete Solutions Inc.

FEATURE

4. Talk Life Insurance or Get a Root Canal?…Give me a mask and turn on the gas!

Education, Finance, Financial Services, Investments, Retire, Retirement, Uncategorized, , , , , , , , , , , ,

For many people, life insurance is a topic of conversation that they try to avoid. They would rather do just about anything than sit down and talk about the various plans that are out there and set one up.

In this episode, Scott Leonardi dives into the riveting conversation of life insurance and why you want to consider setting up a plan to protect you and your family. Scott shares some personal experiences to help you better understand what setting up the right plan for you can do!

Scott discusses:

  • The four types of life insurance policies
  • The importance of understanding how the policies are funded
  • Life insurance plans when it comes to your children
  • A concept to help you understand your life insurance statement
  • And more

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Episode 3 – Taking a Holistic Approach to Financial Planning

Education, Finance, Financial Services, Investments, Retire, Retirement, Uncategorized, , , , , , , , , ,

Every aspect of your financial planning needs to fit together, which is why we see value in providing a holistic approach to working with clients. 

In this episode, Scott Leonardi helps you understand the truly unique approach Complete Solutions Inc. takes to helping you with your financial planning by walking you through the three step process of holistic financial planning. 

You will learn: 

  • How Complete Solutions Inc.’s planning process is unique from many other advisors  
  • The importance of uncovering the true goals of a client 
  • The process of designing a plan that is unique to each client  
  • Why communication is so important in the deploy phase of planning 
  • And more!

Tune in now to discover why taking a holistic approach has helped Complete Solutions Inc. better understand the needs of their clients, and how it could help you too! 

Resources: Scott Leonardi | Complete Solutions Inc.

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Episode 2 – What’s It Like to Work With Complete Solutions Inc.?

Education, Finance, Financial Services, Investments, Retire, Retirement, Uncategorized, , , , , , , , , ,

It can often feel that when you reach out to work with an advisor, they are going to try to sell you something. That is absolutely not the case when you pick up the phone and call Complete Solutions Inc.! 

In this episode, Scott Leonardi gives you a look at what the process to working with Complete Solutions Inc looks like. Scott walks you through the process from the first meeting to finding and creating a plan that is going to address your financial concerns.

You will learn: 

  • What to expect from your first call with Scott and the Complete Solutions team  
  • The process of setting up meetings that fits with your needs as a client  
  • How communication works between the client and Scott’s team  
  • The importance of education at Complete Solutions Inc. 
  • And more!

Tune in now to discover the unique process Scott and his team take to ensure that you are able to address all of your financial needs. 

Resources: Scott Leonardi | Complete Solutions Inc.

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Episode 1 – Welcome to The Scottie Show!

Education, Finance, Financial Services, Investments, Retire, Retirement, Uncategorized, , , , , , , , , ,

It is time to get your ducks in a row when it comes to your financial planning! 

In this inaugural episode, meet your host, Scott Leonardi, as he introduces himself and his business! Scott discusses what his team does at Complete Solutions Inc., and gives an exclusive peek into his unique approach to working with clients. Scott also allows you to get to know who he is when he is outside of the office. 

You will learn: 

  • What led Scott to pursue a career in financial services  
  • The type of clients Complete Solutions Inc. works with 
  • Who Scott is when he heads home from the office
  • What you can expect from this show in the future  
  • And more!

Tune into the very first episode of The Scottie Show, and begin learning what you can do to get your ducks in a row! 

Resources: Scott Leonardi | Complete Solutions Inc.

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