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Preparation. Value. Added Peace Of Mind. This is what Compass Financial Group helps our clients achieve!

Compass Financial Group utilizes high quality, independent financial professionals who focus on helping reduce risk, especially during times of volatility similar to what we have experienced over the last decade, while still being able to take advantage of upside potential through the use of various investment and insurance products. This strategy can potentially help our clients have a better and less worrying financial future.  

Some strategies that we focus on are:

  • Income planning
  • Estate Planning
  • Social Security Maximization 
  • Legacy Planning

Prudent questions of the utmost necessity when nearing retirement: 

  1. Can you afford to go through another Great Recession or a Financial Crisis?
  2. Can you financially and emotionally afford a decade of potential loss of savings and unnecessary financial risk?
  3. Looking over the last decade specifically, does it feel as though you are just gaining back lost money? 
  4. If you are a conservative consumer, how does market volatility make you feel?
  5. If you have at least 10 years until retirement, do you sometimes wonder if you will ever retire if you keep losing money?
  6. If you have already retired, are you concerned about how long will it take before your money runs out? Are you concerned about your overall exposure to unnecessary risk to your retirement assets and the potential for additional loss? 

To help ensure that you are on course, do you have a strategy in place to address some of these concerns? We'll explore how various investment strategies and financial products, including index and mutual funds, equities, life insurance and fixed annuities, can help solidify your financial well-being based on your risk tolerance and objectives.

Please note that Compass Financial Group and their representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Check the background of this firm/advisor on FINRA’s BrokerCheck.