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