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Comprehensive Financial Planning

At Compass Wealth Planning, we know from experience that planning is the foundation to achieving your goals. A comprehensive financial plan is a roadmap that helps you navigate risks and seize opportunities to help you towards your goals. We will work with you to design a customized financial plan, which may encompass:

  • Retirement planning
  • 401k and Pension decisions
  • Stock Options
  • Investment management and consolidation
  • Buying a home and other major items
  • Education funding
  • Insurance and risk management
  • Cash-flow management

We also help clients navigate through life-changing events such as kids, grandkids, marriage, divorce and the loss of a spouse.