Products & Services
At Compass Financial Group, LLC, we provide assistance in the following areas:
Investments
- Stocks
- Bonds
- Mutual Funds
- Exchange Traded Products (ETFs)
- Advisory Accounts
- IRAs (Traditional, Roth, SEP, SIMPLE)
- REITs (Real Estate Investment Trusts)
- Government Securities
- Municipal Bonds
- Fixed & Variable Annuities
- 529 Plans
- Coverdell IRAs
- Structured Notes
Financial Planning
- Comprehensive Financial Planning
- Retirement Planning
- Social Security Optimization
- Estate Planning
- IRA Distribution Planning & Stretch IRAs
- Stock Option/Restricted Stock Planning
- Education Planning
- Asset Allocation Planning
- Tax Reduction Planning
- Retirement Income Strategies
- Risk Management
Insurance
- Term Life Insurance
- Key Person Policies
- Buy Sell Agreements
Institutional Services
- Defined Contribution Plans
- Defined Benefit Plans
- Plan Review & Analysis
- Employee Stock Ownership Plans (ESOPs)
- Buy-Sell Funding