Services

Plan to Retire with Great Confidence

You should understand what a successful retirement could look like to you in order to plan for your income needs and map your best strategies.  Making a more informed decision at this stage will help you build a better retirement strategy.  Consider the following:

• Have you saved enough to live your dreams?
• Will your strategies help ensure you continuous income throughout retirement?
• How might Social Security and the cost of healthcare affect your retirement?
• Will I have the peace of mind in retirement that enables me to enjoy my golden years?
  
  

Manage Your Wealth with a Team of Professionals behind your Portfolio

If you are an investor with a larger, more complex portfolio, you need an experienced, strategic partner to provide guidance and specialized service to help meet your individual needs and goals.  At Compass Asset Management Group we offer specialized services to help grow your assets, protect what you’ve built, minimize taxes, and pass on your wealth to your heirs.

• Personal portfolio construction
• Annual review of financial plan
• Reduce the impact of financial risk
• Tax strategies that reduce portfolio impact
• Guidance regarding estate affairs
• Map strategies for effective wealth transfer
  
  

Solutions for Non Profit Organizations

If you are looking to grow and manage your organization’s endowment, foundation or retirement fund portfolios, Compass Asset Management Group has the knowledge and expertise to help you accomplish your goals.

We have a strong track record of providing consultation services and assistance in the following areas:

• Development of Investment Policy Statement, policies and procedures
• Professional asset management and frequent performance evaluations
• Trust services
• Seminars for board members and donors
• Fiduciary meetings and guidance

Manage Your Money and Make it Last

You may have retired, but your investment portfolio shouldn’t.  Your portfolio needs to keep working hard to help your money last.  Active management at this stage is more important than ever to help your portfolio meet your income goals and stay ahead of inflation. Here are some key points to ponder:

• Have you positioned your portfolio as a retirement income generator?
• Do you have a sound strategy for taking reasonable distributions?
• Will your strategies help to preserve and grow your wealth, prudently?
  
  

Affluent Families Unique Concerns

Being part of a successful family brings with it concerns and issues that are uncommon to most.  
Compass Asset Management Group is your family office environment to:

• Coordinate the multiple professionals that assist the family
• Create the framework for risk management
• Establish guidelines for operations
• Advise the members on personal financial affairs

Our Private Client Group serves as your liaison, business manager, overseer of total wealth and guide on all financial affairs.

 

Employer Sponsored Retirement Plans

The practitioners at Compass Asset Management Group have been designing and building retirement plan solutions for companies for more than 20 years. Our clients benefit from our objectivity, no proprietary product requirement, transparency in fees and a multitude of 401k plan providers.  Some important considerations:

• Do you have the right plan design?
• Is the retirement program cost effective?
• Do the investment choices within the plan meet with ERISA fiduciary requirements?
• Is the plan being efficiently administered?
• Does the plan have flexible options?
• Do the employees fully appreciate the value of the plan?
• Are you getting good advice regarding the choices, plan structure and maintenance?