Year-End Considerations
December 7, 2024
Financial Planning and Investment Management
We are a fee-only financial planning and investment management firm serving clients, who are either retired or nearing retirement, located in San Antonio, Texas, and across the United States.
We combine these financial planning and investment management elements to create a complete view of your retirement.
MEET TESS DOWNING, MBA, CFP®
Tess Downing, MBA, CFP® is the founder and lead financial advisor of Complete View Financial LLC in San Antonio, TX. Her true passion comes to life when she helps pre-retirees and retirees transition to their ideal retirement lifestyle. Tess is committed to helping her clients live better, retire confidently, and build a legacy they can be proud of.
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