We can help take some of the mystery out of preparing for your financial future.
We offer insight and information for employers and employees.
Guidance that can help you understand and better define your financial goals.
Understanding Today's Financial Environment
Welcome to Compass Wealth Management, a boutique financial services organization in South Florida. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, asset allocation, estate strategy, or just getting a second opinion on your existing investment portfolio, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have over 50 years of combined experience in the financial services industry. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your journey.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Learn when it may not make sense to file a claim on your home insurance.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding the economy's cycles can help put current business conditions in better perspective.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Tax preparation may be the perfect time to give the household budget a check-up.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, cracking the code on bonds.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Taking your Social Security benefits at the right time may help maximize your benefit.
You’ve made investments your whole life. Work with us to help make the most of them.
Do you know these three personal finance sayings?
Investors seeking world investments can choose between global and international funds. What's the difference?