Compass Asset Management Group, LLC is independent, knowledgeable and creative. As a private wealth management firm, we partner with you to design the optimal financial planning and investment management solutions for your goals and dreams. We're here for life. From the beginning we endeavor to listen and understand your highly personal financial concerns, goals, and priorities.
We are your fiduciary, delivering prudent, insightful, objective advice in the best interests of our clients at all times. We do not charge commissions on Advisory business. We serve as your trusted planner, advisor and consultant in financial matters. Relationships and trust are key elements to you - and our - success.
We are your fiduciary, delivering prudent, insightful, objective advice in the best interests of our clients at all times. We do not charge commissions on Advisory business. We serve as your trusted planner, advisor and consultant in financial matters. Relationships and trust are key elements to you - and our - success.
Services
Understanding The Costs And Benefits of College A lagging economy and skyrocketing university costs leave many Americans asking, "Is college the right choice for me"? This special report will help you understand the costs and benefits of a university degree and give you important information about planning and saving for college.
Factors Affecting Your Credit Score Credit can be confusing, but understanding the factors that affect your credit score will help you to better manage your finances. We all know enough to pay our bills on time and carry as little debt as possible, and most of the time, that is all that matters in your credit score.
Losing a spouse through death or divorce can be emotionally devastating and is often a difficult time to make important life decisions. Yet it's this very time that attention needs to be paid to important financial matters such as retirement assets, budgeting on a single income, appropriate insurance, or reviewing Social Security benefits.
What should you do if you win the lottery? As someone who has had experience with lottery winners, you should know that there are countless financial, tax, and legal strategies you can take to make the most of your sudden wealth monies. But not so fast! If you have a will, have you looked at in the past couple of years and updated if necessary?
In the recent light of corporate governance, board involvement and financial/economic crisises, it is not a wonder why Executive Compensation has become such an area of intense focus. Essentially, every company employs key executives who are critical to the success of the business. Retaining these skilled, well-trained professionals can be extremely challenging in today's competitive environment.
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Jeff Sabat
Nov 19, 2020
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