2024 Financial Checklist
March 1, 2024
Financial planning for retirees in San Antonio, Texas and across the U.S.LET'S CONNECT
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.
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.