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WHEN IT COMES TO YOUR FINANCIAL FUTURE, KNOWLEDGE IS THE CRITICAL FIRST STEP.
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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
Roth IRAs have been around for 20 years now. Lots of taxpayers have taken advantage of the tax-free benefits of these accounts by converting their traditional IRAs or employer plans to Roth IRAs. But many have hesitated. Maybe you are among those who held back. The...read more
Question: I have a client who has some after-tax contributions in an IRA, along with pre-tax contributions. They also have another IRA and 401(k)s. My question is: Can we convert just the after-tax contributions to a Roth IRA or is it pro-rated as a % of the overall...read more
What is the simplest mistake you can make to cause major harm to your intended estate plan - and to the people you wish to provide for through that plan? It is having outdated (or missing entirely) beneficiary designation forms for your IRAs, employer-provided...read more