WE HAVE MOVED! SAME GREAT SERVICE, GREAT NEW LOCATION! 8940 Fourwinds Dr. #311 SATX

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    • OUR PROCESS
    • OUR TEAM
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    • INVESTMENT MANAGEMENT
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    • LEGACY LOCK
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    • HOME
    • ABOUT US
      • OUR PROCESS
      • OUR TEAM
      • CFG STRATEGIC PARTNERS
    • SERVICES
      • RETIREMENT STRATEGIES
      • INVESTMENT MANAGEMENT
      • SOCIAL SECURITY
      • LEGACY PLANNING CONCEPTS
      • FEDERAL EMPLOYEES
      • STRESS-TEST YOUR TSP
      • LEGACY LOCK
    • RESOURCES
      • VIDEOS
      • BROCHURES
    • CONTACT US
  • HOME
  • ABOUT US
  • SERVICES
  • RESOURCES
  • CONTACT US

A PERSONAL ROADMAP TO YOUR FINANCIAL AND INVESTMENT PLANNING GOALS!

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RETIREMENT STRATEGIES

SOCIAL SECURITY EXPLORATION

RETIREMENT STRATEGIES

Plan ahead for your retirement with strategies to implement a worry-free future. We utilize state of the art tools that can help you  get a glimpse of what your retirement years could look like  

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INVESTMENT MANAGEMENT

SOCIAL SECURITY EXPLORATION

RETIREMENT STRATEGIES

Reviewing your investments and designing a personalized portfolio appropriate to your specific needs

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SOCIAL SECURITY EXPLORATION

SOCIAL SECURITY EXPLORATION

SOCIAL SECURITY EXPLORATION

Learn to optimize your 

Social Security Benefits:

What is the best age to take your Social Security Income? Who should take it first, me or my spouse? And many other questions about SS Income                                                                                                                                                         

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Your family legacy encompasses all the experiences that your family holds dear.

LEGACY PLANNING CONCEPTS

LEGACY PLANNING CONCEPTS

SOCIAL SECURITY EXPLORATION

More than just a bank account or stock certificates—

your family legacy encompasses all  that you & your family 

holds dear

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A no-nonsense approach to evaluating the financial impact of benefits  as they near retirement.

FEDERAL EMPLOYEES

LEGACY PLANNING CONCEPTS

PORTFOLIO STRESS TEST

A no-nonsense approach

to evaluating the financial impact 

of benefits decisions made 

as you near retirement

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PORTFOLIO STRESS TEST

LEGACY PLANNING CONCEPTS

PORTFOLIO STRESS TEST

Let us show you how to test the probability of your current 

Investment Plan, TSP,  

& Variable Annuity. 

Learn if it is succeeding or failing.  

This may be the most important exam your family will ever take 

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MY LEGACY LOCK

MY LEGACY LOCK

MY LEGACY LOCK

Wills, Trusts, and legacy planning don’t have to be difficult or expensive. Together with estate planning attorneys, we can help.

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GET IN TOUCH
8940 Fourwinds Dr., Suite #310
Windrest TX 78239
PHONE: 210.783.0042

Compass Financial Group

 

Our Mission is to help individuals, families, retirees and business owners in achieving financial independence through the use of financial strategies focused on aggressively eliminating unproductive debt, helping minimize taxes, as well as helping to protect assets through the use of various insurance products.


Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Compass Financial Group and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.  

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Compass Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.  

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.  

Ethics.net is owned by the National Ethics Association (NEA). NEA is a membership organization. Qualifying criteria for membership includes passing a background check. NEA membership requirements include the payment of annual dues, compliance with ethical standards, and passing yearly background checks. The NEA and Ethics.net logo and/or trademarks are property of their respective owners and no endorsement of Frank Dimicelli or Compass Financial Group is stated or implied. The NEA and Ethics.net are not affiliated with Retirement Wealth Advisors, Inc. (RWA). For the detailed requirements of NEA and Ethics.net, please visit: https://www.ethics.net/faq  

The Better Business Bureau (BBB) is a membership organization governed by The Council of BBBs, Inc. Businesses in the U.S. and Canada may apply for accreditation with their local BBB and are evaluated on eight BBB Standards of Trust, which are defined as a comprehensive set of best practices for how businesses should treat the public in a fair and honest manner. Businesses must pay a fee for accreditation review and monitoring for continued compliance to BBB standards when applying for accreditation. BBB assigns ratings to accredited businesses, which range from A+ (highest) to F (lowest) and are based on a defined set of rating elements. BBB logos and/or trademarks are property of their respective owners and no endorsement of Frank Dimicelli or Compass Financial Group is stated or implied. BBB and Retirement Wealth Advisors, Inc. (RWA) are not affiliated. 

For the detailed requirements of the Better Business Bureau, please visit: 

 https://www.bbb.org/us/tx/san-antonio/profile/retirement-planning-services/compass-financial-group-0825-90020116   

Broker Check  https://brokercheck.finra.org/search/genericsearch/grid 

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