Your goals, dreams and objectives are the focus for our proprietary process, The LifePlan Solution, to guide you to the life you wish to lead. As fiduciaries, we place your interest ahead of our own to help you navigate the rough terrain of life. We offer our clients annual financial planning strategies that consider your current and future needs.
By focusing on your needs and desires, we assist you by researching, creating and maintaining your assets in a manner that drives predictable outcomes for your family. By focusing on the unique needs and challenges of medical providers, entrepreneurs, corporate executives, administrators and educators, we developed a process that allows us to be intuitive to these career specialists.
By focusing on your needs and desires, we assist you by researching, creating and maintaining your assets in a manner that drives predictable outcomes for your family. By focusing on the unique needs and challenges of medical providers, entrepreneurs, corporate executives, administrators and educators, we developed a process that allows us to be intuitive to these career specialists.
Services
Our award-winning team is dedicated to making your transition from career to retirement as easy as possible. Think about it. Simple is better. Leave the complex issues to our team and enjoy your life on your terms. Jimmy is our CEO/President and founder of Compass Capital Management, LLC.
He is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER professional with more than 30 years of experience providing retirees and families guidance on transitioning from career to retirement.Jimmy's focus is taking the complexity of retirement planning and creating simple, effective plans to help you reach your goals.
He is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER professional with more than 30 years of experience providing retirees and families guidance on transitioning from career to retirement.Jimmy's focus is taking the complexity of retirement planning and creating simple, effective plans to help you reach your goals.
Contact us today to book your complimentary consultation and start living your life by design. Your goals, dreams and objectives are the focus for our proprietary process, The LifePlan Solution, to guide you to the life you wish to lead. Your bigger future is the desired outcome and the process is simple and effective.
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