Individual Insurance
We all hope nothing bad will ever happen to us. But if illness, injury, or a need for prolonged care does occur, insurance can help pay the bills. That means less risk of having to drain your children’s college fund or your retirement savings to cover medical or living expenses. And at your death, the proceeds of a life insurance policy can help preserve the lifestyle of your spouse, children, or parents, or provide a legacy for beneficiaries.
At Compass Consulting, we offer several kinds of financial protection against risks to your health and well-being:
Wealth Management
You’ve worked hard for your money – and you want to make the most of it. But with so many investment choices, it’s hard to know where to begin. Let Compass Financial Services guide you in achieving your financial goals. Our investment consultants have the knowledge to navigate today’s investment choices and select those that are best for you and your family. And we’ll continue to work with you, monitoring your investments and goals as your needs and market conditions change. Using our holistic approach, we discuss your goals, investment style and your entire financial picture when developing your plan. And with our unique expertise in insurance, we help make sure you and your family have the assets and protection needed for a secure future.
We offer our clients a comprehensive suite of services, including:
- Financial Planning
- Estate and Income Tax Planning
- Insurance Planning
- Investment and Retirement Planning
Contact us today to speak with a Compass Financial representative to start your planning your future today