NAVIGATING YOUR FINANCES

INVESTMENTS

Bonds | Common Stock | Educational IRA | Traditional IRA | Roth IRA | SEP IRA | Simple IRA | Brokerage Accounts | Treasury Bills | Government Securities | Treasury Notes Variable Annuity

If investing were easy, anyone would be able to make a killing on the stock market. But it’s not. Doing it right takes plenty of hard work and discipline. Not to mention a thorough understanding of investing principles and financial markets. Which is precisely what we bring to bear when we help you come up with an sound investment strategy.

Investments offered by Park Avenue Securities

INSURANCE

Disability Income Insurance | Life Insurance | Long-Term-Care Insurance

Let’s be honest. There are lots of insurance products out there. But, chances are, most of them aren’t right for you. When you sit down with us, we’ll make sure you understand how different types of insurance policies work, how much they cost and why (or why not) they may fit your needs. With no hard sells or complicated jargon. We promise.

FINANCIAL PLANNING

Retirement Plans | Tax Strategies | 401(k) Planning | 403(b) Planning | College Plans | Estate Plans | Money Purchasing Plans | Profit Sharing Plans

We approach every client with a blank slate. No preconceived notions of what you need because of what you look like or how much money you have.

Only 23% of workers say they’re very confident about saving enough for a comfortable retirement.* Our job is to make sure you’re one of them. We’ll help you understand how much you should be saving, how you should be investing and what you might expect to have when you’re ready to stop working.

*Source: Employee Benefit Research Institute’s annual Retirement Confidence Survey, January 2019.

BUSINESS PLANNING

Exit Planning | Succession Planning | Execute Compensation Planning

At Compass Advisory, we help business owners like you strike a harmonious balance between business and personal planning needs. We realize that for you, everything in your financial world begins and ends with your business. Whether it’s retirement planning or healthcare decisions, your situation doesn’t fit the traditional planning mold.

As a business owner, you have the opportunity to dictate your own financial success in a way that few others do. However, that opportunity comes at the risk of a great deal more to lose if life doesn’t unfold as planned.