Firm Services

At Compass Financial, we offer a full range of financial planning, retirement planning, insurance, and other services, to help you achieve your retirement goals:

Wealth Preservation

Personalized Financial Planning

ESOP, 401(k), and IRA Rollover Planning

Retirement Income Planning

Pre-59 ½ Penalty Free Retirement Income Planning

Utilization of Net Unrealized Appreciation (NUA)

Asset Management Services

Tax-deferred Annuities

Life Insurance and Legacy Planning

How can we serve you?

Please call our office at (386) 673-5191 or complete the contact form on our website to schedule a complimentary, no obligation financial analysis.