In today's highly complex world with a myriad of financial information available, it's often difficult to determine which is the right path for you. Kompass Financial Advisors is an independent insurance agency and Registered Investment Advisory firm you can count on to guide the way. Our independence differentiates us from many of our competitors, giving us greater flexibility to strategically improve and fine tune your planning needs.
Because of our independence, we are able to provide a wholly objective viewpoint to your specific situation and apply an array of tools to customize plans that can achieve your goals. Everyone's situation is unique, and we pride ourselves in being collaborative with our clients. Our purpose is to help businesses and individuals properly plan their futures through a hands-on, consultative approach.
Because of our independence, we are able to provide a wholly objective viewpoint to your specific situation and apply an array of tools to customize plans that can achieve your goals. Everyone's situation is unique, and we pride ourselves in being collaborative with our clients. Our purpose is to help businesses and individuals properly plan their futures through a hands-on, consultative approach.
Services
In today's competitive environment, forward-thinking companies must provide an attractive benefits package to recruit, reward and retain their front line assets - their employees. On the other hand, businesses are facing tremendous budgetary pressure from the increasing cost related to their benefit plans.
In medieval times kings and princes built motes around their castles to protect what they had built and accumulated. So it is with you in building your business and you need to make sure you protect it and yourself from a myriad of hazards; in other words you need to make sure your mote will hold up against attack.
For many years tax laws discriminated against business owners by structuring laws that hindered their ability to do much creative personal planning through their business. Over the last few years this situation has changed for the better as Congress has passed legislation that benefits business owners without detriment to employees.
Financial planning is the process of developing a road map to follow for your financial security. Financial planning includes cash flow analysis, budgeting, insurance analysis, investing, asset protection, estate planning, retirement planning and more, all to help you find solutions to accomplish your life goals.
If you're like most people, you are too busy working (or playing if you are retired) to study the constantly changing impact of tax laws, market conditions and financial product development. Kompass Financial Advisors does this for you by developing long-term tax efficient strategies that work toward accumulating and preserving and distributing wealth.
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