HOW WE ARE DIFFERENT
Our strategy implements a phased income and growth approach with a portion of
your existing ESOP/401(k) stock being used for your continued long-term growth.
At Compass Financial, we feel the investment markets have changed dramatically
over the years. Because of this, retirement planning strategies have to change
We are an independent retirement planning firm and begin every client relationship
with a written financial plan. This plan is provided at no cost or obligation to
you. It allows us to consider your complete financial situation when making specific
recommendations. With this plan properly utilized, our primary goal will always be
to meet your personal goals with as little risk as possible.
Many people are looking for peace of mind in respect to their financial goals.
We are a faith based company and find our peace in the Prince of Peace, Jesus
Christ. All of our dealings are based on Christian principles and our goal
is to treat clients the way we would like to be treated.