Compass Financial Group

08/24/2026

The headlines provide no shortage of reasons for concern. Learn how inflation, interest rates, geopolitical tensions, artificial intelligence (AI) Inflation, and midterm-election uncertainty may contribute to periods of market volatility.

The headlines provide no shortage of reasons for concern. Learn how inflation, interest rates, geopolitical tensions, artificial intelligence (AI) Inflation, and midterm-election uncertainty may contribute to periods of market volatility.

08/21/2026

🎾 What a great day on the court!

Yesterday, we got together for a tennis clinic facilitated by Coach Moses. We worked through drills, battled it out in Queen/King of the Court, and finished with singles and doubles games.

The rain held off, the sun was shining bright, and we had just enough shade and an occasional breeze to keep things fairly comfortable. With sweat towels and ice-cold water on hand, we were ready to play—and definitely worked up a sweat! 💦☀️

We missed having Mike with us, who couldn’t make it, but we’re glad the group could enjoy some time together earlier that day for new team photos (coming soon). 📸

Overall, it was a great day! 📸🎾🙌

07/07/2026

Retirement and Taxes: Keep More of What You've Worked So Hard to Save

Many people expect their taxes to decline once they retire. In reality, retirement often makes taxes more complicated, less predictable, and more important than they were during your working years. Read on to learn more about our approach to retirement and taxes.
https://www.compassfinancialgrp.com/retirement-and-taxes

05/30/2026

We're singing Happy Birthday to our Lead Advisor, Rachel Betzwieser, from across the sea! Help us wish Rachel a Buon compleanno!🎉🥳🎉

05/18/2026

Celebrating 16 years of Compass Financial with a fun day out at Drive Shack! ⛳🎉

We’re grateful for an incredible team, amazing clients, and the relationships that have made the past 16 years so meaningful. This month also gives us even more to celebrate with both Richard and Rachel’s birthdays! 🎂

We definitely missed having Mike with us at the outing, but we look forward to getting the whole team together again soon.

Here’s to 16 years of growth and teamwork — and to many more ahead!

05/02/2026

Happy birthday to our boss, Richard Hill! We're wishing you many more years filled with joy and peace!

05/01/2026

Retirement changes your cash flow—not just your schedule. Don’t leave your income to chance. Discover how our fiduciary advisors help you build a tax-efficient retirement income strategy designed to help you keep more of what you’ve earned.

Stop guessing with your retirement. Learn how our fiduciary advisors help you build a tax-efficient, reliable paycheck that lasts throughout your golden years.

04/14/2026

Learn how high-net-worth households can reduce taxes in retirement through proactive planning that structures income and spending over time to improve long-term tax efficiency and support more strategic retirement outcomes.

Learn how high-net-worth households can reduce taxes in retirement through proactive planning that structures income and spending for long-term tax efficiency.

04/11/2026

Help us wish our Lead Advisor, Mike Willauer, a happy birthday! 🎉🎉🎉

04/03/2026