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COMPASS Financial Planning

COMPASS Financial Planning

If you’re wondering:

Will I ever be able to retire?

Can I afford to enjoy my retirement and do the things I want to?

Will my kids be able to go to college?

Is my money invested correctly?

Am I missing anything financially?

Can I be more tax efficient?

Available Financial Planning Services

Financial Planning for Busy Professionals
Financial Planning for Business Owners
Retirement Readiness
Rollover/Job Change Assistance
Inheritance & Estate Planning

Here’s how it works

Our team brings decades of financial experience to the table and collaborates with you to find a clear path to your goals. You’ll participate in three meetings with our team:

Step 1: Launch
In our first meeting, we’ll do a deep dive into where you are today and where you want to be.

Step 2: What if?
In our second meeting, we’ll help you understand your options by examining several different scenarios. For example, “what if” you retire later, save more, invest more aggressively, or buy a house? This is usually the most exciting meeting as the possibilities for your future become clear.

Step 3: Implementation
In our third meeting, decisions are made, paperwork is signed, and the journey to your goals begins!

We take the journey with you.

Once you’ve completed the COMPASS Program, our team has all of the financial services you need for investments, taxes, and insurance to reach your goals.  Every journey is unique, and we believe yours is worth getting excited about! Part of our reputation comes from our experience and expertise. The other part is built on our core values and our genuine investment in your future.

Schedule a call today to move beyond doubts about your financial future and instead look towards the future with excitement and confidence!

Our Services

Everything you need to find financial clarity and reach your goals is here.

Financial Planning

Financial Planning

The COMPASS Program is the best place to start. This process reveals the clear path to your financial goals.

Financial Services

All of the services you need to support your goals are available here in one place.

  • Investment Management
  • Taxes and Accounting
  • Insurance Solutions


Investment Management

Investment Management

Tax & Accounting

Tax & Accounting

Insurance Solutions

Insurance Solutions