Compass Financial Group Employee Directory

Over the years, we at Compass Financial have found that people really do want to do the right thing for their families and their futures. But, understanding what the right thing is can be difficult without some help, direction, and guidance. Our job is simply to listen to your heart, to grasp what you want, and then to offer you some thoughts as to... how best to accomplish this. This direction, or guidance, most often involves us working with our legal adviser or attorney to make sure your legal documents, such as your wills, powers of attorney, health care powers of attorney, etc.,say exactly what you want. It involves making sure beneficiaries on retirement plans and life insurance policies are stated as you want. It may involve the rearrangement of assets to better reflect the current season of your life or a variety of other considerations. Though it does take some work and some thought, the end result of having a plan that you are comfortable with and that you understand provides a fair amount of peace of mind for all concerned. There is no charge for our portion of these services. If there are things you want to do to accomplish your goals, there may be some costs involved, but we would have a chance to evaluate and consider them before they are incurred. Our reviews usually encompass the following items: Legal Documents Investments Health Insurance Estate Succession Taxation Issues Social Security Issues Income Concerns Ownership/Titling Issues Life Insurance While each of our lives is different, we all share many of the same needs. Most of what we need to deal with has been addressed by countless before us, which gives us plenty of examples to avoid or follow. With some effort and determination on our part, we can make sure the plan in place is what it should be for you and your family.Read More