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    • A FEW WORDS ABOUT US

      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.

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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

      Extreme Lack of Diversification Could Add to Retirement Crisis Balance Gained By Considering Alternative Financial Products Like FIAs

      The retirement crisis has become a topic of conversation in the United States, and while its [...]

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      Social Security tips for singles

      Not married? Here are strategies to help you maximize your Social Security benefits. Key [...]

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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

      10 Things You Must Know about HSAs

      As the summer heats up, healthcare remains a hot topic. Will the ACA survive? Will Congressional [...]

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      When You're 70 1/2 Avoid These Disastrous Mistakes

      When You're 70 1/2 Avoid These Disastrous Mistakes This week's Slott Report Mailbag looks into [...]

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      5 Ways to Avoid the Time and Expense of Probate

      Death is inevitable. It comes for us all at one point or another. Some sooner than later, but none [...]

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    • Compass Financial Solutions BLOG