We here at Compass Financial Solutions, Inc. specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
Our primary goal is keeping our clients' money safe from volatile and risky investments.
CELEBRATING THE 22ND ANNIVERSARY OF FIXED INDEXED ANNUITIES
Move aside, Valentine’s Day… there’s another reason to celebrate! This week, we’re commemorating the 22ndanniversary of Fixed Indexed Annuities (FIAs). While we can’t guarantee flowers or heart-eyed emojis, this anniversary marks the continuous advancement of a retirement product that can offer guaranteed lifetime income. Fixed[...]
FALL IN LOVE WITH YOUR RETIREMENT SAVINGS PLAN
Finding your soulmate and saving for retirement actually have a lot in common. Both can be intimidating, require careful planning and lead to some nerve-wracking decisions. However, making informed steps in both scenarios can leave you feeling happy and secure.
Fall in love with your retirement savings plan with these helpful tips:
ALL YOU [...]