Compass Financial Group
Compass Financial Group
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    • Home
    • About Us
      • Our Team
      • Independent RIA
      • Regulatory Documents
      • Contact US
    • Services
      • Overview
      • Life Insurance
      • Individual Investments
      • Employer Sponsored Plans
      • Blog
    • Account Access
      • Morningstar Office
      • Vanguard 401k
      • Retirement LLC 401(K)
      • TD Ameritrade
      • TD Ameritrade - Android
      • TD Ameritrade - Apple
      • Bloomwell 529 Plan
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      • Dave Ramsey
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  • Home
  • About Us
    • Our Team
    • Independent RIA
    • Regulatory Documents
    • Contact US
  • Services
    • Overview
    • Life Insurance
    • Individual Investments
    • Employer Sponsored Plans
    • Blog
  • Account Access
    • Morningstar Office
    • Vanguard 401k
    • Retirement LLC 401(K)
    • TD Ameritrade
    • TD Ameritrade - Android
    • TD Ameritrade - Apple
    • Bloomwell 529 Plan
  • Dave Ramsey
    • Dave Ramsey
  • Contact US

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Financial Planning for your Investments

Types of Accounts

Investment Selection / Monitoring

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, and UTMA / UGMA accounts to name a few.


Needs Assessment

Investment Selection / Monitoring

Types of Accounts

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

Investment Selection / Monitoring

Investment Selection / Monitoring

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

Education, Simplification, Organization

Investment Selection / Monitoring

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

Education, Simplification, Organization

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

Education, Simplification, Organization

Education, Simplification, Organization

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.  

Copyright © 2023 Compass Financial Group - All Rights Reserved.
 

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  


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