Compass Financial Group
Compass Financial Group
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  • More
    • Home
    • Your Accounts
      • Schwab Alliance Login
      • Schwab App (Android)
      • Schwab App (Apple)
      • Schwab 529
      • Bloomwell 529
      • Morningstar
      • Vanguard 401k
      • Retirement LLC 401(K)
    • About Us
      • Our Team
      • Independent RIA
      • Regulatory Documents
      • Contact US
    • Services
      • Overview
      • Life Insurance
      • Individual Investments
      • Employer Sponsored Plans
    • Dave Ramsey
      • Dave Ramsey
    • Contact US

  • Home
  • Your Accounts
    • Schwab Alliance Login
    • Schwab App (Android)
    • Schwab App (Apple)
    • Schwab 529
    • Bloomwell 529
    • Morningstar
    • Vanguard 401k
    • Retirement LLC 401(K)
  • About Us
    • Our Team
    • Independent RIA
    • Regulatory Documents
    • Contact US
  • Services
    • Overview
    • Life Insurance
    • Individual Investments
    • Employer Sponsored Plans
  • Dave Ramsey
    • Dave Ramsey
  • Contact US

What Should I Bring?

New Client Meeting - What to Bring (pdf)

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Copyright © 2025 Compass Financial Group - All Rights Reserved.
 

 Compass Financial Group, INC is an SEC registered investment adviser. Registration with the SEC does not imply any particular level of skill or training. For a detailed discussion of the firm and its investment advisory fees, see the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities product or service. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.  Investment advisory services are offered through Compass Financial Group, INC.  Insurance products and services are offered separately through individual licensed and appointed agents. Ramsey Solutions is a paid, non-client promoter of SmartVestor Pros. Ramsey Solutions is not an investment advisor. For more about our relationship and how our payments create a material conflict of interest, see our SmartVestor Disclosures via the link below. 


Compass Financial Form CRS Relationship Summary


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