Rod Schauer - Financial Advisor in Fargo, ND | WiserAdvisor.com

Complete Investment Advisory is a fee based Investment Advisory firm dedicated to helping clients invest without the concerns of commissions getting in the way of sound advice with the focus on your future not our current commission.<br /><br />We help clients design a future that fits their risk tolerance and rate of return needed to accomplish their goals.<br /><br />We have a Chartered Financial Consultant on staff to help you plan your future using sound financial principal for your life and the life of your money beyond you.

Complete Investment Advisory LLC

Financial planning, identifying your return rates needed to achieve your goals, tax considerations and how long your money will last.

Individually designed accounts to achieve your goals. How best to achieve your goals by proper budgeting and cash flow management.

We invest in individual securities that meet your risk tolerance, adhere to stops/alerts and position size to reduce volatility.

Using a financial plan will show you how much income you can have in retirement, and the tax implications of your account holdings in an effort to have the best mix for maximum net income.

We help you determine the implications of doing a 401k rollover as well as the potential for income during your lifetime, also help you see the tax implication to your beneficiaries.

Risk transfer strategies. Insurance helps transfer risk for a cost to an outside party.

Annuities can provide a guaranteed income, with downside protection at a cost to lower upside potential.

we guide clients for their estate plan, work with competent lawyers in implementing your estate plan.

Proper tax planning will help you achieve maximum net income, now and in the future.

Proper Investment management takes, position size into account, risk tolerance and income tax planning.

Overall Wealth Management takes a holistic view to achieve the best results for today and the future.

Risk Management helps you preserve and protect what you have accumulated, or will accumulate.

Money Management guides you to the proper account type for saving/accumulating and investments to meet your present and future goals.