Federal employees have many benefits available to them, but these benefits can be complex and difficult to understand. For this reason, we’ve found that a specialized approach to financial planning can make all the difference when it comes to making your retirement last. As San Antonio’s only financial advisory strategically partnered with FedImpact, our skilled team is uniquely qualified to help federal employees plan their financial future.

Compass Financial Group utilizes high-quality, independent financial professionals who focus on helping reduce risk, especially during times of volatility, while taking advantage of upside potential through the use of various investment and insurance products. This strategy can potentially help our clients have a better and less worrisome financial future under the guidance of our professionals.

Compass Financial Group will take the time to review your investments and help design a personalized portfolio appropriate to your specific needs. Determining the proper investments and mix of asset classes, depending on your goal, time frame, and risk tolerance can be tricky, so finding an advisory you can trust is a necessity. Our team provides continuous, confidential monitoring of your investments, and, as needed, meetings to review and evaluate your investment performance to re-allocate your portfolio if necessary.

Social Security can be a complicated facet of retirement. We aim to help bridge the gap in your retirement and Social Security knowledge so you can confidently make the best choice for your situation. Our dedicated team of professionals will review your Social Security and retirement statements to determine potential shortfalls and explore strategies that may enhance the benefits available to you. And finally, Compass Financial Group will examine potential effects of taxation on Social Security benefits in light of other sources of retirement income.

Your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them. With this in mind, the question becomes more about what each of your family members values most. Start talking about the key components of creating a legacy. Starting a meaningful discussion about your family legacy can be difficult—but it doesn’t have to push your family apart. It can help bring you together, resolve conflicts, and spare emotional tensions later on. Together, with our strategic partners at Perkins & Zayed Law Group, we can assist you with all aspects of estate planning.