Welcome to Complete Financial Group

Employers: do you want a 401(k) plan you can offer while helping to protect your own interests too?

As a plan sponsor, you can provide your employees with a 401(k) plan geared specifically to their needs-while potentially reducing your litigation risk and improving your employee retention.

Investors: are you looking for knowledgeable professionals to help grow your assets?

As an individual or an employee, with good planning and periodic financial assessments, you can look towards attaining your financial goals and enjoying financial independence.

You’re an employer and may not be sure how to set up a retirement plan that benefits both your company and your employees-or you’re wondering if you could make improvements to the benefits package you already have in place. You wonder if you have the financial management staff you need to successfully administer a 401(k) plan.

You would like to . . .

Have a comprehensive 401(k) benefits package that offers your employees well-thought-out investment options
Know that your plan fulfills your employer responsibilities and helps protect you from unnecessary litigation
Have financial consultants to turn to when you need help or advice
Have ongoing support and research to help ensure the plan performs as intended

You’re an individual or couple and you want to plan for your financial future. You’re not confident in your own investment knowledge and skills and you’re concerned that, in the wrong hands, your assets may not grow as quickly as you’d like. You would like to . . .

Have a financial plan in place that is designed to help grow your assets over time
Know you have comprehensive planning in place which may include: life insurance, disability insurance, and long-term care insurance
Be aware of tax reduction strategies
Have professionals to advise you and who can refer you to other professionals if necessary

At Complete Financial Group, we look at retirement planning from a holistic point of view: We help both employers and individuals; we discuss your family’s needs, your future health needs, your endowment wishes, and your charitable gifting goals; and we make use of business alliances such as: estate planning attorneys, tax attorneys, and CPAs.

As we’ve grown we’ve established three separate company divisions:

clouds Complete Financial Services helps individual investors build and protect their assets.

Complete 401K advises and assists companies develop and maintain comprehensive and effective retirement and executive benefit plans that help benefit both the company and the employees.

Complete Education gives workshops and classes to help inform individuals in all areas of retirement planning, distribution in retirement, and wealth accumulation.

We’re also proud to recommend Hecht & Hecht Insurance Agency, Inc.* for all of your individual, group, disability, long term care, medical and life insurance needs.

It’s no secret today that the economy and the financial markets are fickle and unpredictable. However, if you decide to work with us, we can assure you that you’ll be in professional hands. With over 40 years of combined experience and knowledge, you’ll get detailed advice, and you’ll have a professional to help you make important financial decisions.

Please take a look around our web site to find out more about our services and how we can help you.

You may want to check out one of our divisions: Complete Financial Services, Complete 401K or Complete Education. If you have questions, take a look at the FAQs, or maybe you’d like read our monthly article.

If you want to start on the road to financial independence, call us at

503-684-8070 to set an appointment. Or click here to go to our contact page.

Complete Financial Group
6950 SW Hampton Street, Suite 160
Tigard, OR
97223503-684-8070
info@completefinancialgroup.com

*PLEASE NOTE:The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker/dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her stated securities law administrator.

Securities and investment advisory services offered through InterSecurities, Inc. (ISI), member FINRA, SIPC and Registered Investment Advisor. Non-securities products and services are not offered through ISI. InterSecurities, Inc is not affiliated with Complete Financial Group or any of it's divisions. CA License # 0C78785.