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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Good employee health can be great for the company’s bottom line.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
How to help determine life insurance needs to provide for your family after you pass away.
Here are some simple and inexpensive energy-saving tips that may help you save money.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
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 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.
There are a number of ways to withdraw money from a qualified retirement plan.
When should you take your Social Security benefit?
Women must be ready to spend, on average, more years in retirement than men.
How do the markets usually react to elections? Was the 2016 election any different?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know these three personal finance sayings?