Broker Check

Scope of Services

Scope of Services

At Compass Financial Resources, LLC, we provide assistance in the following areas:

Financial Planning Advisory Services

  • Fee-based Planning
  • Financial Plan Preparation
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Pension Planning
  • Employee Benefits
  • College Planning
  • Business Planning
  • Risk Management
  • Insurance Evaluation
  • Budgeting (Cash Flow Analysis)
  • Investment Analysis
  • Asset Allocation
  • Portfolio Evaluation
  • Mortgage Planning
  • Corporate Retirement Plan – Analysis and Consulting
  • Elder Care and Long Term Care Consulting
  • Wealth Accumulation, Preservation and Transfer Strategies
  • Financial Options
  • Charitable Donations
  • Social Security Strategies

Investments

  • Brokerage Accounts
  • Wrap Accounts
  • Fee-based investment management
  • Mutual Funds
  • 529 College Plans
  • Education IRA (Coverdell)
  • IRA – Traditional, Roth
  • Annuities – Variable, Fixed, Index
  • Real Estate Investment Trusts (REIT)
  • Government Securities
  • Socially responsible investments
  • Bonds
  • Common Stock

Insurance / Risk Management

  • Life Insurance
  • Disability Insurance
  • Long Term Care
  • Cancer
  • Medicare
  • Mortgage Protection
  • Health Insurance
  • Dental Insurance
  • Critical Illness

Business Planning

  • Business Agreement Consulting
  • Business Overhead Expense Coverage
  • Retirement Plans
    • 401(k) Plan
    • Simple IRA
    • Profit Sharing Plans
    • SEP IRA
    • Deferred Compensation Plans
    • Money Purchase Plans
    • 457 Deferred Compensation Plans
    • 412i Defined Benefit Plan
    • 419 Plans
  • Key person insurance
  • Business Succession Planning
  • Executive Bonus Plans
  • Business Continuation
  • Employee Benefits
    • Group Health Insurance
    • Group Life Insurance
    • Group Disability Insurance
    • Group Long Term Care Insurance
    • Group Dental
    • Group Vision
    • Health Savings Accounts
    • Health Reimbursement Accounts