Customized Financial Strategies For the Many Milestones in Life
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.
Financial Compass is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.Contact Us
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If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
How Much do You Know About Investment?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How do the markets usually react to elections? Was the 2016 election any different?
Smart investors take the time to separate emotion from fact.
What if instead of buying that vacation home, you invested the money?
Do you have causes that you want to support with donations? Here are three tips.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.