Evan Levine

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Personal Finance, Retirement, Investing
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“With over three decades of experience in the financial industry, Evan Levine and his team provide individual investors and 401k plan sponsors comprehensive client-centered financial advice. ”
Firm:

Complete Advisors

Job Title:

President And Founder

Biography:

Evan Levine is the President and Founder of Complete Advisors based in Valley Stream NY, an Independent Financial Advisor and Planner (RIA) with 30 years experience. If you are an employer (sponsor) of a qualified retirement plan ( 401k or 403b), Evan can work with you to reduce fees and improve outcomes for your participants. If you are an individual investor he can help you get and stay on track for a secure a comfortable future.

Complete Advisors is an Independent financial advisory and planning firm which assumes a direct fiduciary relationship with retirement plan sponsors and individual investors. Evan and his team's role is to provide comprehensive, objective, and client-centered financial planning advice to individual investors and retirement plan sponsors.

Evan and his team work best with companies and individual investors that are seeking "big picture'' investment & financial guidance, who prefer delegating these functions to a planner or advisor rather than doing it on their own. Together with their strategic partners, Evan provides a Complete 401K / 403b outsourcing solution beyond investment advice including record-keeping, administration, participant education & advice, FULL fiduciary protection - even offering audit support when needed.

Education:

BS, Business/Managerial Economics, SUNY Oneonta

Assets Under Management:

$72 million

Fee Structure:

Fixed
Asset-Based

CRD Number:

152419

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    Estate Planning, End of Life
March 2018
    Retirement Living, Retirement
February 2018
    Insurance, Senior Care, Social Security
December 2017
    Retirement, Social Security
April 2018
    Retirement, Senior Care, Insurance

All Answers
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    Asset Allocation, Bonds / Fixed Income, Choosing an Advisor
Should I try a do-it-yourself approach when beginning to invest 50% in stocks and 50% in bond mutual funds, or hire a financial advisor to select a basket of stock options and bond mutual funds? 
75% of people found this answer helpful

It depends. A monkey can invest in a 50/50 portfolio via a total stock and total bond index portfolio and outperform most financial advisors. You should absolutely not hire an advisor to select a basket of stock options and bond mutual funds - Please believe me: you are wasting your money. You should hire a financial advisor for one thing and one thing only: holistic lifelong income planning. Including, but not limited to, 7 Tiers: 

1) Assist you in clarifying your goals objectives and fears.

2) Preparation and assessment of your families balance sheet and income statement

3) Retirement income analysis - using a software program and/or spreadsheet

4) Overall asset allocation analysis 

5) Insurance and estate planning review 

6) Social security and medicare consulting

7) A summary of action steps and recommendations that will improve your retirement outcome

Good luck! 

 

March 2018
    Investing, Asset Allocation, Stocks
What are some strategies for turning a small amount of cash into a diverse stock portfolio?
33% of people found this answer helpful
March 2018
    Pensions, IRAs
What should I do with my pension from a former employer?
18% of people found this answer helpful
October 2017
    IRAs, Retirement Plans
What are the risks associated with a Roth IRA?
0% of people found this answer helpful
October 2017
    Retirement, 401(k)
Should I lower my contributions to my 401(k) as I near retirement?
0% of people found this answer helpful
October 2017