Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Our Services include helping you Analyze and Meet Your Goals, such as...

  • Provide for your family in the event of premature death
  • Retirement Savings and Retirement Income Planning
  • Tax-deferred Savings*
  • Long Term Investing*
  • Financing a child’s education*
  • Replacing a portion of your income if you are disabled
  • Having a plan for the cost of Long Term Care expenses
  • Saving for short term financial goals*
  • Providing Benefits to your employees
  • Re-evaluating your finances after the divorce or death of a partner

Get in Touch

Need some personalized advice?

We're here to help. Get in touch with us and we'll happily guide you in the right direction.

* Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services through Securities America Advisors, Inc. Compass Financial Partners and the Securities America companies are separate entities.. Please remember to contact Compass Financial Partners if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to our investment management and advisory services.  A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request. Representatives of Securities America do not provide tax or legal advice. Please consult the appropriate professional regarding your situation.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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