At Compass Financial Group, retirement planning isn’t an afterthought, it’s what we do. We’ve leveraged our experience in the retirement space into two areas of specialization:
1. Designing financial plans for retirees and professionals preparing for retirement
2. Plan design assistance and consulting for company retirement plans and executive benefit programs
Financial planning starts with a thorough understanding of your goals and a plan to generate the income to pursue them. We’ll help you determine WHEN and HOW you can retire and if your goals are realistic. Our planning process includes strategies to optimize your social security and pension benefits, draw income tax efficiently, address healthcare costs, develop an estate plan and properly allocate your investment assets.
Businesses face unique challenges in hiring and retaining good people and helping them prepare for retirement. We can work with your business to provide plan design assistance and consulting for tax qualified retirement plans designed to address your unique situation, including SIMPLE IRA’s, SEP’s, 401k’s, 403b’s, ESOPS and defined benefit pension plans. Where beneficial, we can recommend and establish supplemental retirement benefit programs such as deferred compensation and supplemental executive retirement programs (SERPS) to reward key employees and executives.
As an independent financial services firm, we have no conflicts of interest, quotas or proprietary products. That means we can put your needs at the center of what we do. As a boutique firm, we can provide the personal attention and service you desire, while through our partnership with the industry’s largest independent broker/dealer we have the size and resources to address your most complex financial issues.
Your situation is unique. Your goals and plans should be as well. Whatever your retirement needs, our team has the knowledge, passion and experience to help.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 7000 Harps Mill Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- compassfinancialgrp.com
- Keywords
- Financial Planning, Investment Management, Social Security Optimization, Retirement Income, ERISA Retirement Plans, Executive Benefits, Fiduciary Governance, Deferred Compensation Plans.
- HQ
- Raleigh, NC
- Competitors
- Polynia, S.H.I.F.T. Event Rentals - Corporate Event & Production Rentals | Raleigh-Durham, NC & Nationwide, Digital P Media, ATAX - Capital Blvd Raleigh, NC, Investment Centers of America, T&T Photography | Raleigh NC Headshots, COKER FEED MILL INC, Pie Pan, Allegiance Contracting Group, LLC (ACG), Whitley Capital, LLC.
Compass Financial Group - Raleigh, Nc Questions
Compass Financial Group - Raleigh, Nc's website is compassfinancialgrp.com
Compass Financial Group - Raleigh, Nc's LinkedIn profile is https://www.linkedin.com/company/compass-financial-group---raleigh-nc
Compass Financial Group - Raleigh, Nc has
5 employees.
View email and phone details for 5
employees at Compass Financial Group - Raleigh, Nc.
Compass Financial Group - Raleigh, Nc's industry is
Financial Services
Compass Financial Group - Raleigh, Nc's top competitors are
Polynia,
S.h.i.f.t. Event Rentals - Corporate Event & Production Rentals | Raleigh-Durham, Nc & Nationwide,
Digital P Media,
Atax - Capital Blvd Raleigh, Nc,
Investment Centers Of America,
T&t Photography | Raleigh Nc Headshots,
Coker Feed Mill Inc,
Pie Pan,
Allegiance Contracting Group, Llc (Acg),
Whitley Capital, Llc.
Compass Financial Group - Raleigh, Nc's categories are Financial Services
Compass Financial Group - Raleigh, Nc's founding year is 2010
