Why choose a Dave Ramsey SmartVestor?

We agree to the SmartVestor Code of Conduct.

We believe everyone deserves access to solid, professional investing guidance. We have earned our position as a SmartVestor Pro because of our experience in the industry and our drive to help others.

We provide a refreshing twist on financial planning.

We have the heart of a teacher, not the attitude of a salesman. We are people you can feel comfortable talking to and that you can trust. We will work together to create a plan to help you reach your goals.

I care about your future.

We are more than a “financial planner”—We are people you can relate to and share your dreams with. We fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.

Compass Financial Group, INC is a registered investment adviser. 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.

Compass Financial Form CRS Relationship Summary

Why choose a Dave Ramsey SmartVestor?

We agree to the SmartVestor Code of Conduct.

We provide a refreshing twist on financial planning.

I care about your future.

Financial Peace University