Retiring early sounds like a dream come true, but it's important to take a look at the cold, hard facts. You've worked hard to get to this place called retirement but are you fully prepared for the transition? Many of us will spend thirty years or more on this voyage, so it can be helpful to have a plan and a guide that's been there before.
Most of us will retire only once, but the retirement consultants at Compass Financial Group have taken this journey many times. At Compass Financial Group, we help professionals and business owners navigate the financial, emotional and lifestyle challenges that come with retirement. Are you doing your own planning or working with an advisor that doesn't specialize in retirement?
Most of us will retire only once, but the retirement consultants at Compass Financial Group have taken this journey many times. At Compass Financial Group, we help professionals and business owners navigate the financial, emotional and lifestyle challenges that come with retirement. Are you doing your own planning or working with an advisor that doesn't specialize in retirement?
Services
Our Team
Report
We don't believe it's possible for one individual to know the answer to all of your financial questions. That's why we've assembled a team of specialists, each experts within their respective fields. When you work with Compass Financial Group you get access to our entire team of specialized advisors and our network of strategic partners.
What We Do
Report
Your situation is unique. Your approach should be as well. Whether your goals are selling your business, retiring early, planning for college or designing an investment portfolio, our team has the expertise and experience you need. We'll help you integrate your larger financial goals with your investment strategy to ensure the two work hand-in-hand towards the pursuit of your goals.
About Compass Financial Group
Report
Speak to any financial advisor and they will tell you that they can help you with "retirement planning". What they mean is that they can help you get TO retirement - in other words, "accumulation planning". At Compass Financial Group, we believe true retirement planning is something very different - guidance as you transition into retirement and a personalized financial, emotional and lifestyle plan to keep you there.
In the News
Report
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The opinions expressed in this material do not necessarily reflect the views of LPL Financial. None of the third party individuals or entities are affiliated with Compass Financial Group or LPL Financial.
Our Investment Philosophy
Report
An investment philosophy is a rational way of thinking about markets and how they function. It is a set of guiding principles that inform and shape our investment decision making process and govern how we manage portfolios. Our investment strategies are the product of our investment philosophy. Our team has years of experience investing in all types of markets and our investment philosophy is built on the experience of our people.
Reviews
Be the first to review Compass Financial Group.
Write a Review
