At Compass Financial, we feel the investment markets have change dramatically over the last decade. Because of this, retirement planning strategies have to change as well. These challenging financial times require a different approach as to how you handle your finances. Many of our clients tell us their former Advisors are offering the same old advice that doesn't include preservation of principal.
The main concern we hear from clients is that they "don't want to run out of money". At Compass Financial Management Group, we use a copyrighted program that is patterned after the Grangaard Strategy(TM) of investing. This strategy implements a phased income and growth approach. Each phase offers a specific solution to your financial needs. Our software can mathematically calculate how much goes into each phase of the plan and creates a model that is designed to provide income that you won't outlive!
Our program allows us to use whatever financial vehicle we need to help you accomplish your goals in a sensible manner. In addition, we have other plans that can potentially offer you tremendous tax advantages. Let us share with you how this approach might fit into your financial picture. We invite you to call us toll free at 888 673-5191 or e-mail us by clicking on: