Our first appointment will be a no-obligation opportunity for us to get to know each other better. During this fact-finding stage, we will ask a series of questions in order to find out more about your current financial situation and your goals for the future. If you are a federal employee, we also provide an overview of your Federal Benefits along with general financial planning and retirement concepts that may be incorporated as part of our recommendations.
Reviewing your personalized Federal Report is essential in the understanding the benefits you are entitled to and utilizing those to enhance your retirement. We will also discuss areas that could be enhanced from the private sector, which could enable you to receive the best of both worlds. These recommendations will be customized to your specific situation and goals. We will take as much time as needed for you to fully understand and ask as many questions as you may have. Once we have made the decision to proceed with the recommended strategy we will begin implementation. We will be with you through every step of the implementation phase to ensure that:
1) We answer all your questions & concerns.
2) Keep you up-to-date on the progress.
Quarterly, semi-annual or annual financial reviews are part of the quality and service commitment to provide ongoing, proactive financial oversight for you. Your needs can change over time and by scheduling regular reviews we can better anticipate any needs before they happen. We also host regular financial and educational workshops, which you are invited to attend during the years as an opportunity for a financial refresher, as well as an information exchange.
As your wealth accumulates we can assist with creating your legacy. With the help of a third-party estate planning attorney, this step will assist with the secure transfer of assets to your spouse, other family members or charitable bequests that are in accordance with your wishes, and also the eventual creation of a living legacy.
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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