At Compass Financial Group, our top priority is ensuring our clients receive the best possible service, tailored to their unique needs as Federal employees. We view this as both a responsibility and an honor, and we approach it with utmost seriousness. Our mission is to help as many individuals and families fund the retirement they imagined with a comprehensive plan they trust. If you know someone who may benefit from a conversation with our experienced team, we’d be delighted to explore how we can assist them.

Why Referrals?

The introduction of your friends and/or family is one of the greatest compliments a financial advisor can receive. We appreciate you being an advocate for Compass Financial Group and thank you for introducing us to people you believe we can help serve now and in the future.

How Do I Refer With Compass Financial Group?

If you know a Federal employee who is preparing for retirement, already retired, or may have recently experienced a life event impacting their financial situation, then fill out the form to get started! You will receive an individual referral link to share with friends and family members who you feel may benefit from a conversation with Compass Financial Group.