Worried that your financial strategy isMissing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Wealth Compass Financial, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Our proprietary planning approach is focused on building a written plan in the following five key areas:

INCOME PLANNING

 

Retirement Income Projection

Social Security Maximization

Income & Expense Analysis

Inflation Plan

Longevity Protection

INVESTMENT PLANNING

Wealth Management

Adjusting your portfolio to reduce fees where it makes sense

Volatility Control

Evaluate ways to reduce risk while still accomplishing your goals

Comprehensive Institutional Money Management

TAX PLANNING

CPA Services

401K/IRA Distribution planning to maximize after-tax spendable dollars

Roth Conversion Analyses

Strategies to maximize tax deductions and minimize your tax burden

Ensure IRAs are properly inheritable to beneficiaries

Annuity exit strategies to minimize “tax traps”

HEALTH CARE PLANNING

Long Term Care Protection

Analyzing options for a long-term care plan
utilizing non-conventional insurance strategies

Strategies or self-insuring against a catastrophic illness

LEGACY PLANNING

Estate Planning

Maximize your estate and income tax planning opportunities

Work with an attorney to protect any assets by placing them in a trust and ensure they are distributed to your beneficiaries probate free

Protect your IRA and qualified accounts from becoming
fully taxable to your beneficiaries upon your death

 

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 760.509.4000.