• 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

    11 Money Lies to Stop Telling Yourself

    11 Money Lies to Stop Telling Yourself   Nope, credit cards aren't evil. Sometimes [...]

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    6 Social Security Changes Coming in 2017

    Social Security beneficiaries will receive a slight increase in their Social Security checks in [...]

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    Give Your Kids the Gift of Giving

    The run up to the holidays at the end of the month is an especially great time to teach young [...]

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  • IRA BLOG

    Rothification?

    October 16, 2017
    Rothification?

    Rothification is a term that is being tossed around a lot as tax reform takes center stage in [...]

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    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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    1 of page 7

  • Compass Financial Solutions BLOG