Collaborate with an expert. Financial Compass understands that no matter what your current level of wealth is, the number of financial issues you face on your financial journey are often interrelated and complex.
Diverse and competing issues such as education planning, career advice, planning for special needs children, small business office design, taking care of elderly parents, leaving a legacy, distributing assets at retirement, and many others may affect your ability to arrive at your financial destination.
Together we will pursue your goals and dreams through a comprehensive, long-term process tailored to fit your needs. To meet your needs, the universe of wealth strategies will be explored and broken into six primary components:
Accumulation: how to allocate and grow your assetsDistribution: how to target the distribution of your assets.Legacy: how to preserve your assets the way you want.Risk Management: how to protect your assets.Business Planning: how to grow and manage your business.Tax Management: how to do the above in a tax-efficient way.Plot Your Course: - Create a Comprehensive Plan
A comprehensive plan begins by looking at the “Big Picture” - how you define success, what you want to accomplish, where you currently are at relative to your definition and what it will take for you to accomplish your goals.
Financial Compass and You
With your goals and dreams as our guide, together we will simplify the issues and plot a systematic long-term course of action as we begin our journey together. Along the way, we may experience headwinds that could threaten to blow us off course. Therefore periodically we will monitor our gauges and verify our position relative to your goals to help you make smart money decisions and