Meet Complete Financial Planning
INTRODUCING COMPLETE FINANCIAL PLANNING! Complete Financial Planning is an independent, family owned firm that has provided investment advice to individuals, families and small business since 1976. Services Complete Financial Planning works with their clients to develop customized financial programs using a step-by-step process that will help your feel confident in your decisions. Once your financial goals have been established they customize appropriate strategies to suit your timelines, risk tolerance, and vision. A personalized financial program is developed utilizing: •Investment Management •Investment Tax Strategies •Retirement Strategies •Estate Conservation •Insurance and Annuity Products •Qualified Retirement Plans for Small Business Mission Statement Complete Financial Planning is committed to maintaining the highest standards of integrity and professionalism in their relationship with their clients. They endeavor to fully understand your financial situation and provide you with quality information, services and products to help you reach your goals. Experience The three owners of Complete Financial Planning, John Roda, Kendall Wright and Robert Wright have over 60 years experience in helping their clients meet their financial goals and objectives and collectively oversee in excess of $100 million of investment assets. Contact Information Address 2337 Stone Bridge Drive Building F Flint MI 48532 Email Contacts John Roda -- email@example.com Kendall Wright -- firstname.lastname@example.org Robert Wright -- email@example.com Phone: 810.733.6600 Toll Free: 800.686.7623 Fax: 810.733.0262 World Wide Web: www.completefinancial.com Investment Advisor Representative with and securities and investment advisory services offered through Transamerica Financial Advisors, Inc., Member FINRA, SIPC and a Registered Investment Advisor.