Helping Individuals
We can help take some of the mystery out of preparing for your financial future.
Business Planning
We offer insight and information for employers and employees.
Investment Strategies
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.
Helpful Content
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?