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.