Our company has been successfully helping Publix associates since 1991. As with any other financial company, we are not endorsed by Publix Super Markets, Inc. Our relationship and track record with Publix associates has led to our continued growth over the years.
- We've specialized in retirement planning with Publix associates since 1991.
- We're experienced in utilizing Publix stock, Net Unrealized Appreciation (NUA) and 72(t) planning.
- Our clients benefit from a personalized retirement plan that is the basis for all our recommendations.
Meet the Team
The Compass Financial team is dedicated to serving every one of our clients with integrity, wisdom, and care. Click the button to learn more about them.
5 Things Every Publix Employee Should Know About Retirement...
Download our free guide to start on your path to a successful retirement after Publix!
Planning for retirement can feel overwhelming, but it doesn’t have to be. This guide breaks down the essential things every Publix employee should know before taking that next big step—so you can approach retirement with clarity and confidence.
