Compass Financial Group - Raleigh, NC

Financial ServicesUnited States2-10 Employees

At Compass Financial Group, retirement planning isn’t an afterthought, it’s what we do. We’ve leveraged our experience in the retirement space into two areas of specialization:

1. Designing financial plans for retirees and professionals preparing for retirement
2. Plan design assistance and consulting for company retirement plans and executive benefit programs 

Financial planning starts with a thorough understanding of your goals and a plan to generate the income to pursue them.  We’ll help you determine WHEN and HOW you can retire and if your goals are realistic.  Our planning process includes strategies to optimize your social security and pension benefits, draw income tax efficiently, address healthcare costs, develop an estate plan and properly allocate your investment assets.

Businesses face unique challenges in hiring and retaining good people and helping them prepare for retirement.  We can work with your business to provide plan design assistance and consulting for tax qualified retirement plans designed to address your unique situation, including SIMPLE IRA’s, SEP’s, 401k’s, 403b’s, ESOPS and defined benefit pension plans.  Where beneficial, we can recommend and establish supplemental retirement benefit programs such as deferred compensation and supplemental executive retirement programs (SERPS) to reward key employees and executives. 

As an independent financial services firm, we have no conflicts of interest, quotas or proprietary products. That means we can put your needs at the center of what we do. As a boutique firm, we can provide the personal attention and service you desire, while through our partnership with the industry’s largest independent broker/dealer we have the size and resources to address your most complex financial issues.

Your situation is unique. Your goals and plans should be as well. Whatever your retirement needs, our team has the knowledge, passion and experience to help.

Sign up for free to view info

Email Format Employee directory