Compass Advisors
Financial Advisor & Planner, Wealth Management | Long Island New Jersey, New York
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Individuals & Families

Services for
Individuals & Families

 


Financial Planning Services

The partners of Compass Financial Group are all CERTIFIED FINANCIAL PLANNER™ Practitioners and provide comprehensive planning services in accordance with the tenants of the CFP Board of Standards: www.CFP.net. Our process helps identify your goals and deliver individualized and objective guidance on achieving financial independence.

 
 ➤  Determining your asset allocation needs  ➤  Helping you understand your risk tolerance  ➤  Recommending the appropriate investment vehicles

➤  Determining your asset allocation needs

➤  Helping you understand your risk tolerance

➤  Recommending the appropriate investment vehicles

 ➤  Making the most of your employer-sponsored retirement plans and IRAs  ➤  Determining how much you need to retire comfortably  ➤  Managing assets before and during retirement

➤  Making the most of your employer-sponsored retirement plans and IRAs

➤  Determining how much you need to retire comfortably

➤  Managing assets before and during retirement

 ➤  Reviewing your Wills and Trusts  ➤  Helping preserve your estate for your intended heirs  ➤  Ensuring your beneficiary designations are up-to-date  ➤  Reducing exposure to estate taxes and probate costs  ➤  Coordinating with your tax and legal advisors

➤  Reviewing your Wills and Trusts

➤  Helping preserve your estate for your intended heirs

➤  Ensuring your beneficiary designations are up-to-date

➤  Reducing exposure to estate taxes and probate costs

➤  Coordinating with your tax and legal advisors

 ➤  Helping reduce your current and future tax burden  ➤  Referring you to qualified tax specialists  ➤  Working closely with your tax advisors / CPAs

➤  Helping reduce your current and future tax burden

➤  Referring you to qualified tax specialists

➤  Working closely with your tax advisors / CPAs

 ➤  Reviewing existing insurance policies  ➤  Recommending policy changes when appropriate  ➤  Finding the best and most competitive policy for your situation

➤  Reviewing existing insurance policies

➤  Recommending policy changes when appropriate

➤  Finding the best and most competitive policy for your situation

 ➤  Recommending investment and accumulation strategies to help pay for your children's and grandchildren's education

➤  Recommending investment and accumulation strategies to help pay for your children's and grandchildren's education