Compass Consulting & Financial

Our mission is to empower people to find, follow and fulfill their personal life objectives through goals-based financial planning and ongoing wealth management navigation At Compass Consulting & Financial we know that you want to be organized and empowered to simply live a fulfilled life. In order to do that, you need a clear plan. The problem is being unorganized which makes you feel disconnected from your life objectives. We believe this can affect more areas of life than just finances. Understanding this can be overwhelming, we offer clear and concise plans with an organized process. Here’s how we do it. Tap into 25 plus years of combined experience we work through your goals Partnering with you to organize everything for goals-based focus The CCF team then develops a personalized plan utilizing our Family Wealth Organizer Compass Consulting & Financial primarily offers fiduciary fee-based planning, consulting and ongoing wealth advice to individuals and businesses as an independent Investment Advisory Representatives of our Registered Investment Advisor, J.W. Cole Advisors, Inc. Some of our professionals are also licensed to provide for our clients’ insurance or securities needs as independent agents or registered representatives of J.W. Cole Financial, Inc. Our entire team is committed to providing our clients a steadfast and caring organization that will be there when they need us the most. “In smooth waters, all ships have good captains,” is an old Swedish proverb. Compass Consulting & Financial will continue to offer steady guidance through the ups and downs of the financial markets or within each clients’ personal journey. Whether your own financial voyage currently finds you safely in port, adrift at sea, or somewhere in-between—we are ready to be your trusted helmsmen. Allow our concern, our competence and our commitment to your success help you navigate past turbulent waters—to calmly set sail toward your own sunset.

网站

ccfinancialfl.com

Compass Consulting & Financial的外部链接

所属行业

金融服务

规模

2-10 人

总部

New Port Richey，Florida

类型

合营企业

创立

2009

领域

Financial Planning、Business Planning、Multi-generational Planning、Family Estate Planning 、Wealth Management和Rollovers