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Services

How We Work

Our firm specializes in helping individuals bring their future into view through the development of sound financial plans.

We work with young professionals beginning their accumulation of wealth, to retirees who are focused on preserving their nest egg.

Take the time to explore our website and learn about what we have to offer you.  Through personalized, hands-on service, we take the mystery out of planning, growing, managing, and preserving your wealth. 

We understand many challenges that you may face throughout your financial life. We focus on money management, as well as other issues that are critical to your financial well being. Depending upon your individual situation, your needs may include advice, delegating the management of your finances, or both. We are here to help you. 

Investments

401(k)

403(b)

Roth IRA

Traditional IRA

SEP IRA

Simple IRA

Brokerage Accounts

College 529 Plans

Educational Savings IRA

Bonds

Government Securities

Treasury Bills

Treasury Notes

Common Stock

Financial Planning

Retirement Planning

Tax Planning

College Planning

Estate Planning

Money Purchasing Plans

Profit Sharing Plans

Social Security Planning


Pricing

We work with clients on either an Investment Management or Hourly-As Needed basis. 

Hourly, As-Needed Advice provides people from all walks of life an opportunity to receive quality financial advice regardless of one's account size. Fees are paid based upon the time the advisor works with you, much like a CPA or an attorney. Hourly advice benefits self-directed individuals, those who already have an advisor looking for a second opinion, and those in the early stages of wealth accumulation. This advice can range from a la carte to a comprehensive financial plan.

Investment Management benefits those who are seeking a long-term relationship for ongoing financial planning and professional management of their investments. Our relationship with you will enable us to provide financial advice as needs or concerns arise over time. Fees are determined on a client-specific basis and are offered as a percentage of client assets. 

Call us to set up an appointment to learn how we may be able to help you. We look forward to bringing your future into view. 

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@financialcompass.com | 952-921-2121