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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.
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.
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.
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.
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.
Schedule your complimentary consultation today!
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 is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. 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.
