• A FEW WORDS ABOUT US

    We here at {{bn}} 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.

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    Financial Services

    Financial Services

    Our primary goal is keeping our clients' money safe from volatile and risky investments.

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  • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    Insurance Services

    Insurance Services

    Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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  • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    Educational Videos

    Educational Videos

    Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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  • Weekly Newsletter

    2 Huge Things People Get Wrong About Retirement

    So much for the "golden years." Some 28% of recent retirees complain that life is actually worse in[...]

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    Retirement in 2017: 5 Stats Everyone Should Know

    Here's the state of retirement saving in the U.S., and what to do if you need to catch up. If you [...]

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    Americans are spending more money after they retire

    Most people expect to spend less money after they retire. But that might not be the case -- at least[...]

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  • IRA BLOG

    Are You Over 70.5 Years Old and Still Working? Take Advantage of These Benefits: This Week’s Q&A

    This week's Slott Report Mailbag looks into 403(b) plans, RMDs, still-working exceptions, and [...]

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    October Retirement Deadlines

    October 11, 2017
    October Retirement Deadlines

    In a post last week, we talked about the Roth recharacterization deadline which is fast approaching.[...]

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    Penalty-Free Retirement Account Distributions Now Available to Hurricane Victims

    Millions of Americans were affected by Hurricanes Harvey, Irma, and Maria. You may be one of them. [...]

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    1 of page 7

  • Compass Financial Solutions BLOG