We work to serve pre-retirees and retirees who want to build a solid financial foundation to retire confidently, live better and build a legacy.
PRE-RETIREES AND RETIREES
We help pre-retirees and retirees build a roadmap to financial freedom ensuring retirement is experienced to the fullest.
VALERO RETIREES
We specialize in assisting Valero employees to maximize benefits and retirement packages.
Let’s plan your road to success using our free online tool.
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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