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National Recognition

2016 Retirement Advisor Of The Year

Town & Style Magazine: Retirement Solutionist

Gazelle Magazine: 20 People To Know In STL

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Why Choose Compass?

Our Mission

To inspire our clients to make informed financial decisions through ample education, clear communication, and excellent customer service all while exceeding their expectations.

Our Team

Our Compass Retirement Solutions team consists of world-class customer service experts. We’re focused on delivering the highest level of customer service to our clients to ensure they are always informed.

Our Philosophy

Our loyalty is to our clients, and that will never change. We have earned their faith and trust by looking after their best interests. You can always expect that from us.

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Our Perspectives

3 Tips to Spring Into Retirement with Confidence

With so much uncertainty in the market and changes to retirement rules and regulations, many pre-and current retirees are feeling fearful, apprehensive and even unprepared for the future. This uncertainty should be met with unwavering confidence in your plans…

Dangerous Retirement Assumptions

Planning for retirement is important but it isn’t easy, and making the wrong assumption about what’s best or how a particular strategy will pan out can be extremely risky.  

Should You Be Worried About Financial Diseases?

Financial diseases are dangerous, and those who’ve already into, or are about to enter into, retirement are especially susceptible to contagion.  So, which ones should you be worried about when thinking about retirement?