Most People Don't Plan to Fail. They Fail to Plan.
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In 2005 I first met Pat Lyman when my brother told that he was referred to Pat through a friend and how great he was at financial planning. At first I was cautious because I had all of my retirement with my company’s plan, savings bonds and had never diversified. Then I met Pat and immediately felt comfortable and confident that he would steer my retirement in the best direction. To date he has done that and more. Pat is not only my financial planner but has become a trusted friend in taking care of my families and my long term financial planning, along with several others that I have introduced him too. He is a decent man, with great character who genuinely cares about each person and treats them as if they were his client only. He goes out of his way to accommodate scheduling meetings and listens to the needs of the client. He will then research the best product to fit the needs. If you have a request, he expedites it in a quick timely manner and makes sure every detail is addressed. I feel Pat has ensured that my financial future will be stable along with my children. I know he would do the same for anyone and truly appreciate them as a client.
I first met Pat Lyman and Mike Rafferty in December 2011 to discuss their business and how they could help an investor with a 10-12 year time frame until retirement. I thoroughly vetted both partners by meeting with them on several occasions after 12/2011 and by checking references thoroughly. I became a client in June 2012 and never looked back. I recently invested additional monies with them. I have found both Pat and Mike to be extremely knowledgeable about financial products and to be extremely forthcoming about risks, unlike other so-called financial professionals I have dealt with in the past. I highly recommend their services, as I believe their approach, candor, and knowledge benefits the individual investor.
My wife and I have been clients of Compass Financial Solutions, Inc. for 2 years and in that time we have found Mr. Lyman and Mr. Rafferty to be very competent professionals in both their recommendations and their demeanor We have been very satisfied with the services they provide and would not hesitate to recommend them to anyone who may be looking for retirement planning expertise.