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.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
The uncertainties we face in retirement can erode our sense of confidence.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
There’s a link between debt and stress.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Here's a breakdown of how the federal government spends your tax money.
Here’s a guide to explain all the parts of Medicare.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
All about how missing the best market days (or the worst!) might affect your portfolio.
What are your options for investing in emerging markets?
Taking your Social Security benefits at the right time may help maximize your benefit.
A bucket plan can help you be better prepared for a comfortable retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Have you found yourself suddenly single? Here are 3 steps to take right now.