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Strategies for Financial Independence

It is important to feel you have control over your future. At Compass Retirement Solutions, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.
At Compass Retirement Solutions, we understand that your retirement journey is unique. Our bespoke financial strategies are not just about wealth management—they’re about crafting a legacy that works for your needs.

Your Plan, Tailored to You

Our Complete Plan Review is the cornerstone of our approach—think of it as a master blueprint for your financial future. We listen, we analyze, and we design a plan that aligns with your aspirations, ensuring every decision is made with your best interest at heart.

A Continuum of Care

We don't believe in one-off solutions. Our relationship with you is a continuous dialogue—where your plan evolves as your life does. Through regular Complete Plan Reviews, we adapt your strategy to meet changing needs and opportunities, ensuring your financial plan remains as dynamic as you are.

We Also Offer Different Strategies for Financial Independence

On-Track Retirement

On-Track Retirement:

Focusing on your dream retirement with a personalized roadmap that will guide you on the right path, with clear milestones and actionable steps to guide you every step of the way.

Portfolio Analysis

Portfolio Analysis:

Dive deep into your investments with a portfolio analysis to understand the strengths and weaknesses of your current assets and how they align with your financial goals.

Implement Strategy

Implement Strategy:

Transform insights into action with a strategic implementation that aligns with your financial objectives, we strive to make each investment move, calculated and purposeful.

Discuss Advanced Planning

Discuss Advanced Planning:

Engage in advanced planning discussions that explore sophisticated strategies to fortify your financial future against taxes, inflation, and unforeseen circumstances.

Progress Reviews and Maintenance

Progress Reviews and Maintenance:

We will have progress reviews and maintenance of the portfolios to help with your life’s changes and market shifts

Tax Planning

Tax Planning

Unlock strategies that may help you in tax planning. By minimizing taxes smartly, you'll boost your savings, optimize your income, and enjoy a brighter financial future during retirement – all in a straightforward and accessible way.

Don't let uncertainty dictate your future.

Click below to schedule your personalized Complete Plan Review and see how our dedicated team can craft a legacy that echoes your life’s work. Your aspirations deserve a strategy that grows and adapts with you—let Compass Retirement Solutions guide you to that horizon.
Schedule Your Complete Plan Review Today

Ready to become part of the Compass Retirement family?

Schedule your complimentary consultation today!

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Copyright © 2023 Compass Retirement Solutions Inc., All rights reserved.
Advisory services offered through Compass Retirement Group, LLC a SEC registered investment advisor. Registration as an investment adviser does not imply a certain level of skill or training. Insurance products offered through Compass Retirement Solutions, LLC. Compass Retirement Group and Compass Retirement Solutions are affiliated. 
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Compass Retirement Group LLC is a Registered Investment Advisor in the states of Missouri and Illinois. Marvin Mitchell is an Investment Advisor Representative affiliated with Compass Retirement Solutions LLC. The advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

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. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.