About Complete Financial Group

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.

The Divisions

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.

The Team

Charles B. Dwight IV, JD (Ret.), RFC

aug132008_3487 With almost 20 years as an advisor to businesses in a variety of successful roles, including: a national sales manager, a business consultant, and an attorney, Charles (CB) decided to focus on what he loves to do most-help individuals and businesses succeed and grow. With this in mind, he co-founded Complete Financial Services in 2002 to help individuals through the complexities of the financial world.

As a Registered Principal and Investment Advisor Representative with Transamerica Financial Advisors, Inc., CB enjoys helping his clients in every phase of the financial planning process: goal identification, data organization, analysis, problem identification, recommendations, and plan implementation.

After founding CFS, CB saw a need for expertise in the retirement plan arena. In 2003 he co-founded Complete 401K to help meet that need. CB works with business owners ranging from sole proprietors to large, diversified corporations with over three thousand employees.

CB has a B.S. in Conservation of Natural Resources from the University of California and a Jurist Doctorate from the University of Seattle. He has achieved the following certifications: Board Certified Estate Planning, Registered Financial Consultant, and Retirement Income Specialist. CB participates in ongoing education as a member of the Business Institute of America.

CB is passionate about volunteering and is currently working with a soccer club to help them finance and develop a large sports facility.

Kevin Marshall, MSFS, BCAA, CFS

aug132008_3484 Kevin is a co-founder of Complete Financial Services and Complete 401K and is the manager of both divisions. As the firm’s Asset Allocation Specialist, he oversees the advisory services offered through Intersecurities, Inc. and works with both individual and company accounts. In these accounts he typically evaluates the portfolio and designs a diversification structure that strives to meet each client’s risk tolerance, timeline, and goals.

The BCAA designation covers many aspects of managing and creating asset allocation: capital market investment performance, relationships among asset category alternatives, determining broad portfolio balance, diversification, multiple asset class investing, portfolio optimization, problems that arise during implementation, market efficiency, and correlation coefficients.

Kevin strives to continuously broaden and update his education and knowledge. He holds a B.S. in Business from Oregon State University, a Masters of Science in Financial Services (MSFS), and has obtained the following certifications: Board Certified Estate Planning, Certified Fund Specialist, Board Certified in Mutual Funds, and Board Certified in Asset Allocation.

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Neither Transamerica Financial Advisors, Inc. (TFA) nor its representatives provide legal, tax, ERISA or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of TFA.

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