Compass Rose Financial Planning & Investment Management
Compass Rose Financial Planning & Investment Management is a Fee-Only, Full-Service Financial Planning Practice. We specialize in helping you "Chart Your Future" financial success.
Our approach to financial planning focuses on you and fully understanding your unique set of financial objectives, then fashioning a customized comprehensive plan, tailored to helping you achieve your specific financial goals.
Although we offer Comprehensive Financial Planning, you can define your scope of your immediate concerns and focus on those specific planning needs.
We work in an objective, customized, and creative manner to provide smart solutions to satisfy real life financial needs. We provide comprehensive services that deliver smart and manageable solutions for you. Here are just a few of the services we offer:
Goal Development
Cash and Debt Management
Tax Planning
Estate Planning
Insurance Planning
Retirement Planning
Educational Expense Funding
Investment Planning
Simply by contacting us, we can schedule with you a free initial consultation, with no additional obligations from you, to get acquainted with us and to identify the financial areas that could benefit you most from our financial planning services.
Start planning your journey today!
We work in an objective, customized, and creative manner to provide smart solutions to satisfy real life financial needs. We provide comprehensive services that deliver smart and manageable solutions for you. Here are just a few of the services we offer:
Goal Development
Cash and Debt Management
Tax Planning
Estate Planning
Insurance Planning
Retirement Planning
Educational Expense Funding
Investment Planning
Simply by contacting us, we can schedule with you a free initial consultation, with no additional obligations from you, to get acquainted with us and to identify the financial areas that could benefit you most from our financial planning services.
Start planning your journey today!
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.