Business Planning

Business and personal lives are intertwined in many ways—one of the most important being financially. You’ve likely worked hard to bring your business to an appreciable level of success. We take a hands-on approach to business planning and explain how the overlap with personal finances can affect your overall financial situation.

Business owners and executives have critical and unique areas of focus. The Compass team is well-versed in developing strategies in these and other areas:

• Corporate and small business retirement plans
• Cash-flow management
• Executive compensation solutions
• Business succession/exit planning strategies 
• Key person insurance