A no-nonsense approach
to evaluating the financial impact
of benefits decisions made
as you near retirement
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
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
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
Reviewing your investments and designing a personalized portfolio appropriate to your specific needs
More than just a bank account or stock certificates—
your family legacy encompasses all that you & your family
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, LLC (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 RWA.
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For the detailed requirements of the Better Business Bureau, please visit:
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