Partner with an expert
We are a Fee-Only Financial Advisory firm that is required to act in your best interests.
Your goals are our goals. We aim to provide you with value and earn your trust.
No matter what your level of wealth, working with your Financial Compass can help you pursue your goals. Together, you'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:
• Accumulation: how to target asset growth
• Retirement planning: how to target distribution of your assets in a tax-advantaged way
• Estate planning: how to preserve your assets
• Risk management: how to protect your assets
• Business planning: how to grow and manage your business
• Taxation: how to minimize your tax burden
Create a comprehensive plan
By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we'll assemble an implementation plan for your financial future.
Support your financial goals
Working together with your Financial Compass will simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 7510 Market Place Drive, Eden Prairie,mn 55344,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.financialcompass.com
- Keywords
- Retirement Planning, Investment Planning, Social Security Planning, Insurance Planning, Medicare Planning, Education Planning.
- HQ
- Eden Prairie, MN
Financial Compass Questions
Financial Compass's website is http://www.financialcompass.com
Financial Compass's LinkedIn profile is https://www.linkedin.com/company/financialcompass
Financial Compass has
4 employees.
View email and phone details for 4
employees at Financial Compass.
Financial Compass's industry is
Financial Services
Financial Compass's top competitors are
Taylor Brothers Vending,
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Bmo Capital Markets,
Lakeshirts,
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Tt Capital Partners,
River Associates,
Lakeside Partners,
Ehlers,
Fishbone Tech.
Financial Compass's categories are Financial Services
Financial Compass's founding year is 2005
