Financial Services
At Compass Financial Solutions, our financial services are set up to be both in-depth and easy to understand so that clients can safely take the first step towards planning their financial future and reaching their goals.
Compass Financial Solutions focuses on the needs of business owners, professionals, retirees and other individuals and their specific financial problems and opportunities.
We add value for our clients by providing accurate, up-to-date information and by creating customized plans that focus on their specific needs and objectives. Our principals have multiple professional credentials and participate in continuing education critical to making appropriate and timely recommendations.
We focus on the needs of business owners, professionals and other individuals and their specific financial opportunities in multiple areas:
Asset Management: Crafting customized strategies to protect and grow your assets effectively.
College Financial Aid Planning: Minimizing your family’s financial contribution while maximizing the aid received from your preferred educational institutions.
Consumer Financial Education: We are proud members of the Council of Financial Educators, Delivering comprehensive workshops on retirement income strategies and social security planning.
Estate Planning: Guiding the creation of living trusts and implementing strategies to minimize or eliminate estate taxes.
Income Enhancement: Leveraging immediate annuities to generate a reliable lifetime income stream.
Insurance Planning: Offering tailored options for life, health, and disability insurance to safeguard your assets.
Long Term Care: Planning for long-term care is essential for safeguarding your future. We offer strategies to protect your assets and ensure you have the necessary resources for quality care, preserving your financial independence and dignity.
Retirement Planning: Implementing proven strategies to accumulate wealth for a secure retirement.
Annuities: Offering solutions that preserve principal and provide consistent income, even during volatile economic conditions.
Schedule your appointment with the professionals at Compass Financial Solutions today.