Our Services

Guiding You to a Rewarding Financial Future

At Compass Investment Management, we’re here to guide you through the complexities of building your financial plan and help you pursue your dreams.

Our years of experience, combined with a highly personalized level of service, enable us to design customized strategies to best serve your needs.

Investment Management

We will help you determine your asset allocation needs and better understand your risk tolerance. Then, we’ll recommend the appropriate investment solutions to help pursue your financial goals.

Retirement Income Planning

With earlier retirement ages and increased life expectancies, your retirement could span decades. We'll help you determine how much you need to save and invest through your working years to meet your retirement objectives. In retrement, we help you position your assets to provide needed cash flow today and in the future.

Estate Planning*

Estate planning is an integral part of the financial planning process. A good estate plan can give you more control over your assets during your lifetime, provide for management if you are disabled, and the transfer of your wealth after death.

Tax Planning*

Taxes are complex and ever-evolving. We take a comprehensive approach to help you understand your circumstances and how to navigate evolving tax laws. Our team of seasoned and knowledgeable financial professionals brings you decades of trusted experience. We're committed to working with you to keep you informed about how your investments and financial planning decisions impact your overall tax liabilities.

Risk Management

We seek to help protect your overall financial plan, your way of life, and your ability to pursue your financial goals even when the unexpected happens. We’ll tailor your plan to help minimize any threats to your investments and assets. This may include preserving your assets with strategic planning and building a protective cushion with life insurance.

Long-Term Care

A key component of your overall plan is making sure you have appropriate insurance in place to protect your portfolio from unexpected events, such as the need for long-term care. We'll conduct a comprehensive review of your needs to ensure that your coverage is appropriate for you and your family.

*Compass Investment Management does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Helping You
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