Retirement Planning
Defining what “retirement” means to you and helping you maintain your lifestyle when you retire is important to us. We have the tools to help get you where you need to be.
Estate Planning
How will your estate be distributed when you pass on? A plan now can make the choices and process easier for your loved ones in the future.
Investment Planning
Let us guide your investments to a well diversified portfolio that helps meet goals for where you are today and where you are going tomorrow.
College Planning
Invest in your children's or grandchildren’s future with the right college vehicle for you and them.
Mission Statement
Compass Pointe Financial was founded with the goal of assisting our clients in every aspect of their financial lives. Our mission is to provide our clients with high-quality, fundamentally sound advice that is consistent with their financial needs and objectives. We constantly strive to create stability and security for our clients, so that they might achieve financial independence. In so doing, we empower our clients to focus on what is truly important to them and their families.
Core Values
We are dedicated to building lasting personal relationships with our clients based on trust and mutual respect. In our continuing efforts to pursue this goal, we are guided by the following core values:
- Honesty
- Integrity
- Accountability
- Confidentiality
- Industry
- Respect
- Teamwork
- Education
- Professional Growth
These principles are evident in everything we do as a firm, and our commitment to them is unshakable. We demand this not only of ourselves, but of everyone we partner with on behalf of our clients. Those who have come to know us, expect nothing less.