Retire Confidently. Live Better. Leave a Legacy.
Complete View Financial leverages nearly two decades of financial planning and investment management expertise, established by Tess Downing, MBA, CFP®.
Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood.
We pride ourselves on being different.
We are retirement-focused and specialize in planning and collaborating with retirees to make the most of your financial journey. Our advice is always in your best interest because we are independent and not associated with banks, brokerage, or insurance companies. We have no restrictions or pressures to make specific recommendations.
Whether you are nearing retirement or assessing your current financial situation, it's important to understand what fees are associated with hiring a financial planning and investment management firm. We are a straightforward fee-only firm, which means we do not sell any products, receive any commissions, or receive any form of compensation from anyone other than you.
We take our fiduciary responsibility seriously and we are regulated solely as fiduciaries, which means we provide advice that is truly advantageous to your retirement journey.
We are credentialed and qualified, ready to work with you no matter where retirement takes you. We are set up to serve you with best-in-class software and technology to make this process simple and enjoyable.
We aim to create a complete and clear view of your financial world. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance.
We are different
Our specialty is retirement planning and collaborating with retirees to make the most of their finances.
We are not associated with banks, brokerages, or insurance companies. This allows us to provide advice that is genuinely in our client’s best interest. We have no restrictions or pressures to make specific recommendations.
We are a fee-only company which means we do not sell any products, receive any commissions nor receive any form of compensation from anyone other than our clients.
We take this seriously. We are regulated solely as fiduciaries which means we always act in your best interest.
Certified Financial Planner® Professional and MBA
We can work with you no matter where retirement takes you. We are set up to serve you with best-in-class software and technology to make this process simple and enjoyable.
Retire Confidently. Live Better. Leave a Legacy.
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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ABOUT A FEE-ONLY FIRM
When making decisions about your retirement, you want someone who is working for you – not selling financial products that benefit the advisor. You need a coach looking out for your best interest.
That is why we are a fee-only Registered Investment Advisory firm. We have a fiduciary responsibility of offering objective advice and always putting our client's interest first. We have no vested interest in the products and/or advisors that we recommend.
Our focus only on ensuring that all recommendations meet your objectives and goals. The only compensation we receive is directly from you, removing any potential conflicts of interest with commission-based products or services.
OUR ROADMAP APPROACH
We aim to create a complete and clear view of your financial world. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance.
