This is what Compass Financial Group helps our clients achieve!
Compass Financial Group utilizes high quality, independent financial professionals who focus on helping reduce risk, especially during times of volatility similar to what we have experienced over the last decade, while still being able to take 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 worrying financial future.
To help ensure that you are on course, do you have a strategy in place to address some of these concerns? We'll explore how various investment strategies and financial products, including index and mutual funds, equities, life insurance and fixed annuities, can help solidify your financial well-being based on your risk tolerance and objectives.
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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