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    • HOME
    • SECURE DOCUMENT UPLOAD
    • ABOUT US
      • OUR PROCESS
      • OUR TEAM
      • CFG STRATEGIC PARTNERS
    • SERVICES
      • RETIREMENT STRATEGIES
      • INVESTMENT MANAGEMENT
      • SOCIAL SECURITY
      • FEDERAL EMPLOYEES
      • STRESS-TEST YOUR TSP
      • LEGACY PLANNING CONCEPTS
    • RESOURCES
      • VIDEOS
      • BROCHURES
      • FORMS
    • CONTACT US
    • GET STARTED
  • HOME
  • SECURE DOCUMENT UPLOAD
  • ABOUT US
    • OUR PROCESS
    • OUR TEAM
    • CFG STRATEGIC PARTNERS
  • SERVICES
    • RETIREMENT STRATEGIES
    • INVESTMENT MANAGEMENT
    • SOCIAL SECURITY
    • FEDERAL EMPLOYEES
    • STRESS-TEST YOUR TSP
    • LEGACY PLANNING CONCEPTS
  • RESOURCES
    • VIDEOS
    • BROCHURES
    • FORMS
  • CONTACT US
  • GET STARTED

RETIREMENT STRATEGIES

Preparation. Value. Added Peace Of Mind.

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.  

Some strategies that we focus on are:

  • Income planning
  • Estate Planning
  • Social Security Maximization 
  • Legacy Planning

Prudent questions of the utmost necessity when nearing retirement:

  1.  Can you afford to go through another Great Recession or a Financial Crisis?
  2. Can you financially and emotionally afford a decade of potential loss of savings and unnecessary financial risk?
  3. Looking over the last decade specifically, does it feel as though you are just gaining back lost money? 
  4. If you are a conservative consumer, how does market volatility make you feel?
  5. If you have at least 10 years until retirement, do you sometimes wonder if you will ever retire if you keep losing money?
  6. If you have already retired, are you concerned about how long will it take before your money runs out? Are you concerned about your overall exposure to unnecessary risk to your retirement assets and the potential for additional loss? 

 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.  

Ethics.net is owned by the National Ethics Association (NEA). NEA is a membership organization. Qualifying criteria for membership includes passing a background check. NEA membership requirements include the payment of annual dues, compliance with ethical standards, and passing yearly background checks. The NEA and Ethics.net logo and/or trademarks are property of their respective owners and no endorsement of Frank Dimicelli or Compass Financial Group is stated or implied. The NEA and Ethics.net are not affiliated with RWA. For the detailed requirements of NEA and Ethics.net, please visit: https://www.ethics.net/faq 

The Better Business Bureau (BBB) is a membership organization governed by The Council of BBBs, Inc. Businesses in the U.S. and Canada may apply for accreditation with their local BBB and are evaluated on eight BBB Standards of Trust, which are defined as a comprehensive set of best practices for how businesses should treat the public in a fair and honest manner. Businesses must pay a fee for accreditation review and monitoring for continued compliance to BBB standards when applying for accreditation. BBB assigns ratings to accredited businesses, which range from A+ (highest) to F (lowest) and are based on a defined set of rating elements. BBB logos and/or trademarks are property of their respective owners and no endorsement of Frank Dimicelli or Compass Financial Group is stated or implied. BBB and RWA are not affiliated. 

For the detailed requirements of the Better Business Bureau, please visit: 

 https://www.bbb.org/us/tx/san-antonio/profile/retirement-planning-services/compass-financial-group-0825-90020116   

Broker Check  https://brokercheck.finra.org/search/genericsearch/grid 

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