LPL Research

"There are those who travel and those that are going somewhere. They are different, and yet they are the same. Successful people have this over their rivals: they know where they are going.” As you scroll over/click/learn more the 4 points they would offer links to their respective section from drop down or you can get there from the drop down directly."

-Mark Caine

Comprehensive Financial Planning

"All you need is the plan, the road map, and the courage to press on to your destination."

- Earl Nightingale

Values are the internal compass which guide the decisions you make. At Compass Wealth Solutions we believe those values should also guide our process to help you face the future with anticipation and security not apprehension and uncertainty.

Every plan we assemble is unique to each client, from the reports and tools used to illustrate your situation to the personalized recommendations that make the plan practical to your life and circumstances. A holistic perspective produces decisions that fit the multidimensional lives we all lead. We would love to help you create a comprehensive financial plan that helps you navigate life’s path in pursuit of your financial destination.

Comprehensive Financial Plan (may include but not limited to):

Net Worth Analysis
Resource Summary
Goals Summary
Retirement Planning
Estate Analysis and Planning
Investment Evaluation and Strategy
Risk Assessment
Retirement Income Planning and Social Security Analysis
College Planning
Risk Management Analysis
Insurance Planning
Tax Planning Strategies
Beneficiary Audit
Account Registration Evaluation