Complete Wealth Strategies

Our Mission

At Complete Wealth Strategies, we are committed to providing independent, straight-forward advice to entrepreneurs and professionals. We understand the unique challenges that come with building a business, and we are dedicated to helping our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized service and customized solutions to our clients.

Our Process

At Complete Wealth Strategies, we take a comprehensive approach to financial planning. We believe that every person's finances are a puzzle that can only be solved through listening. When we begin to work together, we conduct an active listening session in which we seek to conceptualize all the moving parts of your life that could affect you financially. This approach allows us to develop a customized financial plan that is tailored to your specific needs and goals.

Our Services

At Complete Wealth Strategies, we offer a wide range of financial services designed to help entrepreneurs and professionals achieve their financial goals. Our services include:

• Retirement Planning: We help our clients develop a comprehensive retirement plan that takes into account their financial goals, risk tolerance, and investment objectives.
• Wealth Management: We offer a range of wealth management services designed to help our clients grow and preserve their wealth. Our services include investment management, estate planning, and tax planning.
• Family Protection: We help our clients protect their families by developing a comprehensive family protection plan that includes life insurance, disability insurance, and other forms of protection.
• Retirement Income Planning: We help our clients develop a strategy for generating retirement income and ensure that they have the resources they need to maintain their lifestyle in retirement.
• Investment Management: We offer a range of investment management services designed to help our clients grow and preserve their wealth. Our investment management services include portfolio management, investment research, and portfolio monitoring.

Our Team

At Complete Wealth Strategies, we are committed to providing exceptional service and expertise to our clients. Our team of experienced professionals includes:

• Carl E. McClurg Jr., AIF, CFP: Carl is the founder and an experienced independent wealth manager with over 30 years of experience in the financial services industry. He is an Accredited Investment Fiduciary (AIF) and has a proven track record of helping his clients achieve their financial goals.

OUR PRIMARY PURPOSE

At Complete Wealth Strategies, our primary purpose is to help our clients achieve their financial goals and live a fulfilling life. We believe that every person's financial situation is unique, and we are committed to providing personalized service and customized solutions to our clients.