• Guiding people towards
    a financially stable retirement.

Our Philosophy

At Compass Retirement, we are dedicated to the empowerment our clients. It is our mission to educate people, ensuring they make the most strategic and informed decisions possible to guide them towards secure financial futures. We take a conservative and holistic approach to creating a retirement plan tailored specifically to you, based on your specific needs and lifestyle.  We believe it is impossible to be happy in retirement if you are busy being concerned about having your basic daily needs met.  And, we know that no retirement plan is complete without addressing healthcare and long-term care costs. In retirement, guaranteed income is key to stability and comfort. Stocks, bonds, mutual funds and real estate cannot provide the guarantees you deserve. Guaranteed income means the choice and flexibility within retirement that you deserve and need. Our goal is to educate you along the way, so that together we can make the choices that are right for you. You’ve worked long and hard to get where you are, and it’s our job to make sure your reward is more than worth it.