Relationships with our clients are characterized by a sense of collaboration, efficiency and high-touch personal service. We understand how financial matters impact every area of life – from work and family, to lifestyle and charitable interests. In the end, we are only successful to the extent that we have made a difference in the lives of our clients, whether it is a more comfortable retirement, a wise investment or the realization of a life-long dream.
Wisdom & Experience
We believe that successful financial planning requires an understanding of both the financial and personal aspects of our client’s life. At Compass, we have the background and skills necessary to take a comprehensive view of our client’s situation offering them guidance in every aspect of their financial life. We blend technical experience with integrity, empathy and a keen understanding of human behavior in order to provide sound financial management.
We recognize that many people lead active and complex lives. Managing finances is more complicated and time-consuming than ever before. You can rely on our wisdom, our perspective and our experience to help navigate through the most challenging, yet most important financial stages of your lives.
Adaptability is like water coming down the side of a mountain. It starts at the top and has a goal to get to the bottom. So, it starts its decent. Where Adaptability becomes a strength is in what happens when it encounters obstacles. When there’s a boulder in the way, or a tree, it just naturally finds a way around. It doesn’t stop its forward motion (at least not for long). It keeps moving. It’s able to adjust and adapt to its surroundings.
For us, it is the ability to help others calmly see ways around. Even if the way isn’t obvious.
Continuing education is paramount to good financial planning. We undergo rigorous training and receive continuous education on a multitude of issues that may impact our clients. Our dedication to ongoing education demonstrates our commitment to provide our clients with unsurpassed professional advice and service.
Teamwork is one of our greatest strengths, click here to learn more about our Collaborative Team.
*Ed Slott’s Advisory Group is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates, and other issues regarding individual retirement accounts. It does not qualify a financial professional to provide investment recommendations or advice. Compass Financial Resources, LLC, Ed Slott ‘s Advisory Group, and NPC are separate and unrelated companies.