With so much riding on your financial planning, you need a company whose first responsibility is to take care of you and your future. Our goal is to do just that.
As of June 1, 2013, Compass Financial Partners has formed to bring together over 70 years of financial services experience to help individuals, families, and small businesses protect or build their assets using a variety of strategies, services, and products.
At Compass Financial Partners, we understand that you and your financial needs are unique, so your solutions should be too! For you this isn’t about just dollars and cents, what’s at stake is much more personal. It’s when you can retire, how your kids can afford to go to college, and what happens to your family in the case of an untimely death or disabling health condition.
No matter how ambitious or simple your financial goals may be, we will take the time to understand your financial situation, concerns, goals, and priorities to get you going in the right direction with a strategy customized to meet your needs.
At Compass Financial Partners we are committed to giving you the means to pursue your financial security, and to feel more comfortable with your future.