At Compass Financial Management Group, Inc. we have been helping Publix employees for over 25 years with their retirement concerns. Just like anyone else you may be talking with, we are not endorsed in any way by Publix's Corporate offices. Based upon our experience, we use a more specialized approach to meet the specific needs of Publix Associates that is different from other Advisors:
Keeping ESOP and 401K Stock: Our primary approach allows you to receive a monthly income while keeping a large portion of stock from your ESOP and 401K for future growth. As you are aware, this stock has helped build your wealth over the years. Many of our clients tell us that our approach is very different from the advice they received from other Advisors that recommend selling all of their stock and diversifying the funds in the stock market.
Personal Financial Plan: Whether you are retiring soon or several years from now, we believe the first step to full or part time retirement is a personal financial plan. We will provide you with a complete retirement analysis at no charge or obligation. This plan is prepared by a Certified Financial Planner(TM) and gives you a time frame of when you may be able to retire, based upon your individual goals.
You May Be Able To Retire Before 59 1/2 without out penalties: As you know, many associates started their careers at an early age. Many have been working for 25 to 30 years and have enough money to retire but are still under age 59 1/2. You can retire before 59 1/2 without penalties, but it must be done properly! Compass Financial has many years of experience with the IRS regulation that will allow you to do this. Our average client is between the ages of 48 to 56, so we know how to guide you through this process.
Our Goal Is That Your Net Worth Is Growing Before And After Retirement: Give us a call and allow us to do a complimentary financial plan for you. We only need a few minutes by phone to gather your information to complete the plan. To take delivery of your plan, you may come to our offices or we will come to you. You may reach us toll free at 888 673-5191 or click on the following address to e-mail us: TSanders@brokersifs.com