our services

IRA / 401 SELECTION & MANAGEMENT

Compass works closely with a trusted 3(38) provider that frequently monitors 401k and individual IRA performance and adapts investments to maximize growth and react to changing markets. Scott likes this provider because they offer more flexibility in fund selection, straight forward pricing, and have no hidden fees or costs. Scott prioritizes offering his expertise on investment strategy, attentive customer service, and market context to each client.
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corporate investment account

Compass takes advantage of company non-committed funds to establish a corporate investment account at a trusted brokerage to reach your company’s financial goals and grow capital. Scott services the account, making investment recommendations based on corporate goals and market conditions. In addition, Scott also advises your company and works closely with a corporate representative to achieve growth within your preferred timeline.
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foundation & non-profit investment accounts

Compass uses non-committed charity funds to establish a foundation or non-profit investment account, at a trusted brokerage to generate sufficient returns to cover operating expenses and meet philanthropic goals, all while beating inflation and preserving capital. Scott takes care of managing the account, and applies his expertise to build an investment portfolio in line with each organization’s philanthropic standards and financial goals
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company & individual pensions

Compass works with your company to lessen the administrative burdens of a defined benefit plan, while helping ensure that it meets the plan sponsor’s objectives. Scott works with the pension provider to conduct a comprehensive analysis of your defined benefit plan, and identify gaps and opportunities for improvement. They then help you determine strategic guiding principles and review plan targets, and present objective recommendations.

For the individual, Compass offers pension management services to transition existing or rollover pensions into the modern market to take advantage of investment opportunities

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EDUCATION SAVINGS

Scott helps you maximize your savings with a 529 plan to cover future education expenses. He utilizes all other assets to contribute to education savings, including life insurance policies, brokerage accounts, and stock and bond holdings. Compass’s education savings plan is a smart, tax-advantaged way to reduce the burden of student loan debt and prepare for the future.

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TRUST ACCOUNT MANAGEMENT

Compass provides investment management services tied to your trust’s specific requirements. Whether you need
investment management support with a single asset class, or implementation of a comprehensive balanced investment plan, Compass can provide custom solutions for your Trust.

BECOME A CLIENT

IRA / 401 SELECTION & MANAGEMENT

Compass works closely with a trusted 3(38) provider that frequently monitors 401k and individual IRA performance and
adapts investments to maximize growth and react to changing markets. Scott likes this provider because they offer more
flexibility in fund selection, straight forward pricing, and have no hidden fees or costs. Scott prioritizes offering his
expertise on investment strategy, attentive customer service, and market context to each client.

corporate investment account

Compass takes advantage of company non-committed funds to establish a corporate investment account at a trusted
brokerage to reach your company’s financial goals and grow capital. Scott services the account, making investment
recommendations based on corporate goals and market conditions. In addition, Scott also advises your company and
works closely with a corporate representative to achieve growth within your preferred timeline.

foundation & non-profit
investment accounts

Compass uses non-committed charity funds to establish a foundation or non-profit investment account, at a trusted
brokerage to generate sufficient returns to cover operating expenses and meet philanthropic goals, all while beating
inflation and preserving capital. Scott takes care of managing the account, and applies his expertise to build an
investment portfolio in line with each organization’s philanthropic standards and financial goals

company & individual pensions

Compass works with your company to lessen the administrative burdens of a defined benefit plan, while helping
ensure that it meets the plan sponsor’s objectives. Scott works with the pension provider to conduct a comprehensive
analysis of your defined benefit plan, and identify gaps and opportunities for improvement. They then help you
determine strategic guiding principles and review plan targets, and present objective recommendations.

For the individual, Compass offers pension management services to transition existing or rollover pensions into the
modern market to take advantage of investment opportunities

EDUCATION SAVINGS

Scott helps you maximize your savings with a 529 plan to cover future education expenses. He utilizes all other assets to contribute to education savings, including life insurance policies, brokerage accounts, and stock and bond holdings. Compass’s education savings plan is a smart, tax-advantaged way to reduce the burden of student loan debt and
prepare for the future.

TRUST ACCOUNT MANAGEMENT

Compass provides investment management services tied to your trust’s specific requirements. Whether you need investment management support with a single asset class, or implementation of a comprehensive balanced investment plan, Compass can provide custom solutions for your Trust.

BECOME A CLIENT

BECOME A CLIENT

Contact Compass Financial, LLC today, and start your success story now. Scott will meet with you in person
to discuss the details of your individual needs and financial goals, before designing your personal investment
portfolio and charting your path to financial freedom

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