RETIRE CONFIDENTLY.

Financial planning for retirees in San Antonio, Texas and across the U.S.

LIVE BETTER.

Revisit your retirement plan to suit your lifestyle.

DISCOVER FINANCIAL PEACE

LEAVE A LEGACY.

Build a legacy that will care for your loved ones beyond your earthly years.

START YOUR LEGACY

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.

Picure of Investment

Investment

Picure of Retirement

Retirement

Tax

Picure of Social Security

Social Security

Picure of Cash Flow

Cash Flow

Picure of Risk and Insurance

Risk and Insurance

Picure of Estate

Estate

Picure of Employee Benefits

Employee Benefits

We combine these financial planning and investment management elements to create a complete view of your retirement.

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WHO WE SERVE

We specialize in helping pre-retirees and retirees plan.

Image for WHAT IS OUR APPROACH

WHAT IS OUR APPROACH

We follow a proven path to your financial success.

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WHY WORK WITH CVF

We combine experience and a thorough approach to serve you.

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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Let’s plan your road to success using our free online tool.

CHART YOUR FINANCIAL ROADMAP

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