Financial Planning & Investments

Compass Financial Group is an independent Registered Investment Adviser. After creating a personalized financial and estate plan, we tailor a unique investment proposal for our clients, selecting from thousands of mutual funds in a variety of account types, including:
​     • Retirement Accounts
     • Individual or Joint Accounts
     • 529 College Savings Accounts
     • Corporate Accounts
     • Charitable Trusts
     • Employer Sponsored Plans (401(k), 403(b), 457(b), Simple IRA) 


Estate Planning


At Compass Financial Group, we firmly believe in the value of planning for the future. A solid financial and estate plan can provide peace of mind for you and your family. To begin, we evaluate your current assets and create a net worth statement of these assets. We then analyze your future financial goals and determine the best ways to achieve those goals.
Along with financial planning, we also partner with local attorneys to create effective legal documents, including:
     • Powers of Attorney   

     • Health Care Powers of Attorney
     • Living Wills
     • Last Will and Testaments
     • Corporate Structuring
     • Trusts


The final piece of your personalized financial plan involves insurance.  Being independent agents allows us to use nearly every insurance company that does business in the state.  We offer a range of products to meet your insurance needs, including:
​​     • Life Insurance
     • Long-Term Care Insurance
     • Disability Insurance
     • Health Insurance
     • Medicare Supplements (Plan F, Plan G)
     • Medicare Part D