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.
We specialize in assisting Valero employees to maximize benefits and retirement packages.
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.