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
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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
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Insurance / Risk Management
- Life Insurance
- Disability Insurance
- Long Term Care
- Cancer
- Medicare
| - Mortgage Protection
- Health Insurance
- Dental Insurance
- Critical Illness
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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
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