Retiring early sounds like a dream come true, but it's important to take a look at the cold, hard facts. You've worked hard to get to this place called retirement but are you fully prepared for the transition? Many of us will spend thirty years or more on this voyage, so it can be helpful to have a plan and a guide that's been there before.
Most of us will retire only once, but the retirement consultants at Compass Financial Group have taken this journey many times. At Compass Financial Group, we help professionals and business owners navigate the financial, emotional and lifestyle challenges that come with retirement. Are you doing your own planning or working with an advisor that doesn't specialize in retirement?
Most of us will retire only once, but the retirement consultants at Compass Financial Group have taken this journey many times. At Compass Financial Group, we help professionals and business owners navigate the financial, emotional and lifestyle challenges that come with retirement. Are you doing your own planning or working with an advisor that doesn't specialize in retirement?
Services
We don't believe it's possible for one individual to know the answer to all of your financial questions. That's why we've assembled a team of specialists, each experts within their respective fields. When you work with Compass Financial Group you get access to our entire team of specialized advisors and our network of strategic partners.
Your situation is unique. Your approach should be as well. Whether your goals are selling your business, retiring early, planning for college or designing an investment portfolio, our team has the expertise and experience you need. We'll help you integrate your larger financial goals with your investment strategy to ensure the two work hand-in-hand towards the pursuit of your goals.
Speak to any financial advisor and they will tell you that they can help you with "retirement planning". What they mean is that they can help you get TO retirement - in other words, "accumulation planning". At Compass Financial Group, we believe true retirement planning is something very different - guidance as you transition into retirement and a personalized financial, emotional and lifestyle plan to keep you there.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The opinions expressed in this material do not necessarily reflect the views of LPL Financial. None of the third party individuals or entities are affiliated with Compass Financial Group or LPL Financial.
An investment philosophy is a rational way of thinking about markets and how they function. It is a set of guiding principles that inform and shape our investment decision making process and govern how we manage portfolios. Our investment strategies are the product of our investment philosophy. Our team has years of experience investing in all types of markets and our investment philosophy is built on the experience of our people.
Reviews (3)
Rick Silva
Jul 15, 2021
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I recommend Compass Financial Group, especially for people who are nearing retirement age and want to have a plan. Rich and Rachel really spent a lot of time with us and knew about options that we would never have come up with. They know a ton about what the best time to take social security is, and how to maximize your dough in retirement. They are professional, friendly and knowledgeable.
Nancy Scallion-Wood
Mar 25, 2021
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I have been working with Richard Hill at Compass Financial for over 10 years. He is extremely trustworthy and carefully considers my wants and needs in helping me plan for my future. He listens to me and never pushes me to invest in anything beyond my comfort level of risk. He is always available to answer any questions or concerns I may have and explains things to me in an easily understandable way. I have and will continue to recommend him highly to those in need of financial planning services.
Jim Glimpse
Jul 12, 2017
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