Compass Financial Group

09/02/2026

Stepping away from your business is one of the biggest moves you’ll make. We can help you build a strategic business transition plan, without leaving legacy or value behind.

09/01/2026

Medicare plans change – and so do your needs. Even if your coverage seems to be working, a quick annual review could save you money and headaches.

Why should you revisit your Medicare benefits during open enrollment?

08/31/2026

Your business equity touches everything— growth, taxes, and your personal future. We can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/24/2026

There’s no one-size-fits-all answer to whether renting or buying is better. The right choice depends on how long you plan to stay, your cash flow and savings, and today’s housing market. This overview breaks down the financial trade-offs to help you decide what makes the most sense right now.

Determine what makes the most financial sense for your situation.

08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

08/20/2026

A strong retirement plan isn’t just about what you do — it’s about what you avoid.

Seemingly small missteps — around taxes, timing, or risk — can quietly impact long-term outcomes.

This article highlights 10 areas worth a closer look.

Together, we can identify what to adjust now — so your future stays on track.

Uncover strategies to avoid retirement planning pitfalls and help secure your future.

08/18/2026

Buying a home starts well before house hunting begins. 📝

Preparing credit, understanding upfront costs, and planning beyond the purchase price all play a role. This overview walks through the financial groundwork that can help avoid unexpected hurdles.

Preparation behind the scenes often leads to more confident decisions at major milestones.

These financial steps to buying a house detail essential information for the home buying process.

08/17/2026

When financial decisions aren’t shared, the role of guidance can become even more meaningful.

Ameriprise Financial research shows that among financially solo adults who work with an advisor, guidance supports both confidence and clarity — helping people feel more secure about the future, navigate major decisions, and bring structure to long‑term planning.

08/14/2026

Planning independently often requires looking further ahead.

Ameriprise Financial research shows that advisors help solo adults translate long-term goals into concrete plans — from timing and income planning to defining long‑term financial goals.