Our Services
At Compass Wealth Management, we provide expert assistance in the following areas:
Wealth Management
- Financial Planning
- Goal Setting
- Risk Management Planning
- Investment Planning
- Money Management
- Retirement Planning
- Estate Planning
- Business Succession
- Education Funding
- Charitable Giving
Investments
- Stocks*
- Bonds*
- Government Securities*
- Treasury Bills*
- Treasury Notes*
- Mutual Funds*
- Asset Management*
- IRA’s (Traditional, Simple, Roth & SEP)
- Variable Annuities*
- Fixed Annuities
- Direct Investments*
- REITS*
- 529 College Plans
- Individual 401K
- ETFs
* Securities offered through Gĕneos Wealth Management, Inc., Member FINRA / SIPC.
Risk Management
- Life Insurance
- Disability
- Long Term Care Insurance
- Health Insurance
- (Individual or Short-term)
- Medical Savings Accounts
Employee Benefits
- Defined Benefit Plans
- Defined Contribution Plans
- 403(b)
- Executive Packages
- 401(k)
- Profit Sharing Plans
- Disability Insurance
- Voluntary Benefits
- Health Insurance
- Life Insurance
- Flex Plans