RETIRE WITH JOY, FREEDOM AND CONFIDENCE
We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.
MEET YOUR RETIREMENT
GUIDES
Discover how we help individuals and families achieve their ideal retirements.
ARE YOU PAYING TOO MUCH IN TAXES IN RETIREMENT?
A potential threat could be looming on the horizon, and most people are ignoring it:
- Taxes on your IRA and 401K
- Taxes on your Social Security Benefits
- Taxes on your Investment Income
Help protect yourself so you aren't left with a fraction of your retirement savings.
Our Focus
• Retirement Income Strategies
• Wealth Accumulation
• Annuities
• Life Insurance
• Asset Protection Strategies
Resources
Stay abreast of the stories and headlines that impact you. Check out the news about Compass Retirement and other topics of interest.
Events
We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
WILL YOUR MONEY LAST AS LONG AS YOU DO?
Learn about a basic understanding of the financial challenges
you face:
- Living longer doesn’t necessarily mean living better
- Longer lives means a need for an income that will cover additional years
- Longer lives also brings about an increasing need for long-term care
You should start learnging today to help ensure you’ll have enough income for your tomorrow.
