Values Based Financial Planning
Plan for Success – Your Values, Your Goals, Smart Decisions
Retirement planning: pre-retirement accumulation and post retirement distribution strategies
Investment and portfolio planning
Compass Capital Corporation has the resources and the depth of field to help you attain market like returns with less than market like volatility. By using no load and load waived mutual funds and Exchange Traded Funds (ETFs) and separate accounts strategically arranged in an optimized portfolio to match your own time horizon and risk tolerance, the result is a more rewarding experience with less volatility.
Estate and tax planning
Arranging for the passage of your estate to your heirs in the most efficient manner requires planning and the expertise of trained estate planning professionals. In addition to our services we have relationships with the finest estate planning attorneys and CPA’s in the field.
Education funding plans
Saving for children’s education can be a daunting task. 529 Savings Plans can be a great, tax-advantaged approach. We suggest iShares 529 Plan…we can advise, and we do it without fees!
Wealth protection planning
We each must accept a certain degree of risks in our lives. However, sometimes it’s best to shift that risk elsewhere. Properly advised life insurance policies may solve the problem of lost income or debt elimination. In most cases, term insurance is the best answer, and we can help you find the best policy at the best price.
Long Term Care issues and Estate Tax issues are sometimes best addressed with specialty insurance coverages. Proper guidance is critical in assessing the need and solution.