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Complete Financial Wealth

Where Confidence and Convenience Come Together

You have found your home for Professional Advice and Guidance!
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Financial issues and concerns for those at or near retirement

With more than 30 years of assisting people with preparing for and living in retirement, the main thing we found is people want to STAY RETIRED! Not outliving their money. It doesn’t matter how affluent you are. We assist people with planning and maintaining their retirement goals.

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Business Owners

When your business is young, your personal and business finances likely get a bit mixed.

As you grow, add employees and executives, they become segregated but more complex. We help business owners at every stage of growth. We can help you identify where you and your business are in the growth process and what areas of planning you should be focusing on.

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Financial issues and concerns for women

Today women are finding greater equality in all areas of life, except retirement. From school to work women are earning more college degrees and making more money on the job than they used to. There are several obstacles to securing a secure retirement. Let us help you overcome them.

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Insurance Center

Life, disability, LC, Business & Personal Insurance

We approach your situation from the standpoint of What Would Happen to You, Your Family or your business if, you died, became disabled, or suffered any other disruption or peril? We will discuss your options to determine if there is a way for you to absorb or transfer the risk. In most cases, Insurance is the Solution.

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Complete Financial Wealth

Where Confidence and Convenience Come Together

Founded in 2000 by Robert Weissbein (Bob), we focus all of our energy and efforts on you, our client, and commit to your satisfaction. Complete Financial Inc. does this with the highest levels of trust, integrity, and respect while always using a collaborative team approach.

Our aim is to understand each of our clients’ needs, wants, and long-term financial goals. We want to help you develop, implement, and monitor a strategy that’s designed to address each individual situation. We have you—and only you—in mind.

We understand the often overwhelming challenges we all face today — from managing debt to saving for college to retirement. Our commitment is to utilize all of our resources to help you navigate your challenges and pursue your goals.

As a Rotarian, Bob directing our team, conducts business following the International Rotarian moral code, the Four-Way Test. The Four-Way Test is a nonpartisan and nonsectarian ethical guide for Rotarians to use for their personal and professional relationships. The test has been translated into more than 100 languages, and Rotarians recite it at club meetings.

The Four-Way Test
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