Financial Planning for your Investments

Types of Accounts

We advise on many types of investments. A general list includes Traditional IRA, Roth IRA, SIMPLE IRA, SEP IRA, Individual Brokerage Accounts, Joint Accounts, 529 Plans, Coverdell ESA, UTMA / UGMA accounts to name a few.

Needs Assessment

Each plan is unique and is built after we talk with you about your life and your goals. 

Investment Selection / Monitoring

Compass Financial is an Independent RIA. This gives us access to over 30,000 mutual funds and ETF's from companies like Vanguard, T Rowe Price, American Funds, and many many more. We are not tied into a single fund family which allows us to find the funds with the best track record and performance for your needs 

Fund Expenses

We analyze every aspect of the mutual funds and ETFs we offer to make sure there are no surprises. We are able to utilize funds with no up front loads, no surrender charges and have low fund fees such as Vanguard. 

Education, Simplification, Organization

One of our primary goals is to educate our clients on their finances. There are so many facets to our personal finances that it is hard to keep track of them all. We try to simplify and organize your financial situation to help you better understand each area and make the most of your finances without adding stress and complications to your life. 

Fiduciary Responsibilities

Compass Financial Advisers have a high level of legal responsibility in the financial industry. We take our fiduciary responsibility very seriously, every action is taken in accordance with your goals and wishes. We believe that your money is YOUR money.