Compass Wealth Solutions
Helping you navigate life’s important financial decisions.
Compass Wealth Solutions offers values-based, Christ-centered wealth management services focused on financial, family, and legacy decisions.
About
At Compass Wealth Solutions, we believe there is more to financial success than crunching numbers. We cherish our client relationships and work diligently in partnership with them to facilitate the accomplishment of the quality of life they desire.
We provide a values-based, Christ-centered approach to wealth management that is centered around our clients’ financial, family, and legacy decisions. We work hand and hand with you to build the life you desire through all the major life transitions you will face including career, financial, family, and legacy transitions. We will help you navigate these transitions and secure your financial legacy through our time-tested, disciplined, process-oriented approach to service. Helping you navigate life’s important financial decisions. Comprehensive Wealth Solutions Helping you face the future with anticipation and confidence not apprehension and uncertainty.
Services
Comprehensive Wealth Planning
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.
Financial Life Organizer
Having a thorough organization of your financial life’s day to day needed information facilitates loved ones in the event of an emergency or death. Leaving an in-depth, organized data base of critical information for those you love, relieves the stress and anxiety that comes with these situations and protects them from the pitfalls of inadequate information.
Business Planning
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, Retirement Plan Analysis, Implementation, and Oversight (401k and Profit-Sharing Plans), Small Business Retirement Plans (UniK, SEP, SIMPLE), Business Succession Planning, Key Man Coverages, Deferred Compensation Plans.
Risk Mitigation and Management
While it’s important to focus on what may go right with your situation, it’s also crucial to consider how you may be negatively impacted from an unforeseen change in circumstances. Risk management should encompass both risk mitigation of your investment portfolio while also potentially reducing the financial damage of a catastrophic, unanticipated event through the use of insurance.
Wealth Creation & Management
Using disciplined, time tested investment strategies in conjunction with sophisticated, holistic planning solutions provides a framework for long term financial success.
Complimentary Second Opinion
If you’re questioning the advice you’re receiving from your financial advisor, we can offer an educated second opinion. We’ll engage in an open dialogue to learn about your values, goals, and the relationship you would like to find in a wealth advisor. We will complete thorough financial analysis including strategic recommendations for your review. If needed, we will suggest other ways we can help, including recommending another provider if we are not a good fit for your needs.
