Your Financial Future, Our Family Business
Fee-Based, Fiduciary Financial Planning
Complete Investment Advisory LLC is an independent, family-run, fee-based, registered investment advisory firm. We are dedicated to helping individuals and institutions manage their money for life’s journey ahead.
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Every milestone in life can present a challenge.
Our goal is to help you structure your money in a way that meets your
needs for the rest of your and your family's lives.
Your success is our success.​
We have a fiduciary responsibility to always put our clients first. We do this by helping you determine your financial goals and by finding the best solutions to reach those goals. We strive to help you find the most tax-efficient method to reach your goals while helping you stay within your tolerance for risk.
Financial Planning serves as the bridge between
Now and Then.
Our financial planning services are driven
by your lifestyle and your goals.
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This is a process you can begin with us today and continue on for the remainder of your life.
As life circumstances change, we will monitor and adapt your financial plan to ensure it continues to remain suited to your current and future lifestyle.
Our Investment Process
Discovery Meeting
​When you are interested in becoming our client, we start with a Discovery Meeting.
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You get the opportunity to learn about our firm while we get the opportunity to learn about you, your finances, and your goals.
This meeting is an opportunity for you to ask questions about who we are and why we love what we do. During this time, you will also learn what to expect as a client of our firm. We will offer guidance on your specific financial goals.
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The Discovery Meeting is absolutely free. Contact us today to schedule time.
Becoming a Client
With Our Firm
To best serve you, we ask:
1) Who you are,
2) What you spend,
3) What you earn,
4) What assets you have,
5) How your assets are protected, and
6) How you would like to distribute your assets upon your death.
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Risk Tolerance
We use a tool to help us and you understand the types of investments you should be invested in based on your tolerance for financial risk.
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We routinely assess your financial risk tolerance to best match your current financial situation.
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Asset Management Agreement
This agreement governs the relationship between the firm and you as a client. It describes what services we will provide for you, how we will provide those services, and what we will charge in fees for the services provided.
Maintaining Your Investments
Ongoing on our end, out of mind on yours.
We will actively monitor your investments and make any necessary adjustments to keep your investments in good standing within your financial risk tolerance and benefiting your financial plan.
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With our client portal, you have full access to view and monitor your investments from the comfort of your home.
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At a minimum, we will meet with each other annually. During our annual meeting, we check in on your goals and seek to further your education into personal finance. While you can ask questions during this meeting, we welcome you to contact us at any time throughout the year!
