What should I expect in our first meeting?
A relaxed conversation to get to know each other. We will discuss your concerns and objectives and answer your questions. From this conversation, we will mutually determine if we are a good fit to continue a working relationship. There is no charge for this initial consultation.
What is the economic impact of losing a spouse?
Loss of a spouse will affect the ongoing income and capital requirements of the surviving spouse. This is due to the loss of pension and social security income along with potentially increased medical and long term care expenses. We can help you analyze the possible impact of this event and prepare strategies to ease the financial impact on loved ones.
Do my documents properly address the future of my business?
Compass Wealth Strategies will assess if your business is positioned properly to provide for your retirement. You will need:
- A Retirement Plan
- Plans in the event of death or disability including Business Continuation Plans and Income Continuation Plans.
- An up-to-date Business Valuation.
- Buy-Sell and Funding Agreements to provide full value for your business.
What is balanced Wealth Management?
Balanced Wealth Management combines prudent investment strategies and coordinates this with a comprehensive evaluation process. By combining these efforts we try to help you better protect, preserve and transfer your assets for you and for your loved ones. This often includes tax planning, retirement planning, estate planning, risk management and having important documents in order.
Can Compass Wealth Strategies work with my current accounts & holdings?
Yes, we do a thorough analysis of your current portfolio and determine if you are positioned correctly to address your objectives and are being served properly.
What makes Compass Wealth Strategies different?
Compass Wealth Strategies takes the time to understand what’s important to you and how to keep you on track. Our process coordinates all the areas of your financial world. Our unique approach can also help you find money you may be transferring away unknowingly and unnecessarily that will dramatically impact your current and future financial achievements.