PLAN FOR YOUR FUTURE.
LIVE YOUR LIFE NOW.
Take your future into your hands by speaking to Compass Financial Solutions, Inc. now.Tomorrow begins today
WHEN IT COMES TO YOUR FINANCIAL FUTURE, KNOWLEDGE IS THE CRITICAL FIRST STEP.
We love helping our community make informed financial decisions about the days ahead.
WE WILL CONTINUE TO KEEP YOU IN THE FINANCIAL KNOW
By keeping you updated on the latest financial and insurance news!
A Few Words About Us
We here at Compass Financial Solutions, Inc. Here 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.
What Our Clients Are Saying
I first met Pat Lyman and Mike Rafferty in December 2011 to discuss their business and how they could help an investor with a 10-12 year time frame until retirement. I thoroughly vetted both partners by meeting with them on several occasions after 12/2011 and by checking references thoroughly.Cynthia. S Media, PA 19063
This Valentine’s Day, join the Indexed Annuity Leadership Council (IALC) in spreading the love for fixed indexed annuities (FIAs). With the ability to grow and protect your nest egg, FIAs could be the long-term relationship you have been looking for to ensure a steady...read more
In recent years, we have seen an uptick in the interest of fixed indexed annuities (FIAs), but there is still a great deal of misunderstandings about this retirement product – down to even its most basic principles. Let’s start with defining FIAs. These products are...read more
WONDERING HOW TAX REFORM WILL AFFECT YOUR RETIREMENT SAVINGS PLANS? EXECUTIVE DIRECTOR JIM POOLMAN WEIGHS IN
With President Trump signing the most sweeping overhaul of the U.S. tax reform system in more than twenty years, you may be questioning the future of your retirement planning portfolios. Even though no notable retirement plan provisions were included in the final tax...read more
On Friday February 9, 2018, President Trump signed into law the Bipartisan Budget Act of 2018 (the “Act”). While the Act is best known for ending the nine-hour government shut down that took place on February 9, 2018, it also contained some tax-related provisions. One...read more
A few weeks ago, I discussed the seemingly unintended impact the Tax Cut and Jobs Act (TCJA) had on the repayment of overpayments from employer plans. In essence, by eliminating the deduction of itemized miscellaneous expenses subject to 2% of adjusted gross income...read more
Question: Hi, I recently purchased your newsletter and I had an IRA question. If a client dies before taking his required RMD for the year, does the estate need to take the RMD and pay the taxes before the account is transferred to the non-spouse beneficiary? If not...read more