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Complete Financial Services (CFS)

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Complete Financial Services (CFS)

Overview:

Our goal is to help individuals build, protect, and preserve their assets for retirement and beyond. We do this by aligning with company’s clients to help them develop well-thought-out retirement plans for their employees, and by working with individual clients to help them invest their assets as effectively and safely as possible.
Complete Financial Group (CFG) comprises three distinct divisions: Complete Financial Services, Complete 401K, and Complete Education. The company is built on the principles of offering a wide array of products and providing professional service. Our diversified product range continues to grow by monitoring trends and listening to our clients.
Complete Financial Services was founded in 2002 by Charles B. Dwight and Kevin Marshall with the goal of offering exceptional financial services to individuals, thus helping to enable them to make informed investment decisions.

Complete 401K was conceived and launched in 2003 when we saw a need to help businesses set up their 401(k) retirement plans. We help plan sponsors protect themselves by performing due diligence inquiry, plan provider selection, and fund selections with asset protection strategies while enhancing the overall value of the retirement plan to all participants.

Complete Education grew out of a desire to help educate individuals and help them maximize their wealth accumulation and distribution.

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