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Very simply I conduct myself with our clients in the same manner I try & live my life because after all it's about the content of my character:HonestyRespectConsiderationKindnessUnselfishCaringListeningOpen minded...because I don't have all the answers.And I am a straight shooter who is not fearful of telling people what they don't necessarily want to hear. As in life my reputation is always on the line.
Compass Income, Inc
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Founder & PrincipalCompass Income, Inc Apr 1995 - PresentGreater Atlanta Area & NationwideFor a quarter of a century our boutique firm has been honored & privileged to have helped clients in many areas around the United States. We strive primarily to help in four very specific areas;1) To help people lower income taxes they are currently paying whether working or retired. This may have a direct impact on Social Security taxes you pay as well as lowering the Medicare Part B premium you currently pay or will pay at age 65.2) To protect what you have spent a lifetime saving and to create guaranteed income streams, mostly by setting up Personal Pension Plans, that cannot be outlived thus providing a more stable & secure retirement environment3) To provide tax free income for people in the event they are not able to contribute to a tax free Roth IRA due to the IRS income restrictions that have to be met in order to do so. For high earners with large existing IRA's, 401k's, SEP's, 457's, 403b's, 418's, 401a's etc we have expertise in getting these or a portion of them into a tax free Roth IRA. After all tax free income is always better than taxable income. 4) Legacy Planning: We help transfer money & estates completely tax free to your children, heirs & other loved ones or maybe your favorite charity without the expenses & delays associated with probate.
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PrincipalSenior Financial Concepts Apr 1992 - Jan 2015Greater Atlanta Area/Nation Wide -
Door Keepers OfficeU.S. House Of Representatives 1979 - 1981
David Bobbitt Skills
David Bobbitt Education Details
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Financial Planning And Services
Frequently Asked Questions about David Bobbitt
What company does David Bobbitt work for?
David Bobbitt works for Compass Income, Inc
What is David Bobbitt's role at the current company?
David Bobbitt's current role is Founder & Principal, Compass Income, Inc.
What is David Bobbitt's email address?
David Bobbitt's email address is li****@****uth.net
What is David Bobbitt's direct phone number?
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What schools did David Bobbitt attend?
David Bobbitt attended Marshall University.
What skills is David Bobbitt known for?
David Bobbitt has skills like Operations Management, Public Speaking, Financial Analysis, Investments, Strategic Planning, Contract Negotiation, Mergers And Acquisitions, Strategy, Marketing Strategy, Marketing, Business Strategy, Executive Management.
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David Bobbitt
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