Kompass Financial Advisors

Kompass Financial Advisors is an independent insurance agency and Registered Investment Advisory firm that you can rely on to guide your financial decisions. Our independence allows us to provide a wide range of services tailored to your unique situation. Our team of experienced insurance and financial representatives is dedicated to helping you navigate the complex world of financial information and make informed decisions about your future.

Our Services

At Kompass Financial Advisors, we offer a comprehensive range of services designed to help businesses and individuals plan their futures through a hands-on, consultative approach. Here's a closer look at what we provide:

Personal Services

If you already have insurance coverage, we'd be happy to evaluate it and present you with side-by-side comparisons of other options available. Our goal is to help you make informed decisions about your coverage, and we're committed to providing you with the information you need to make the best choices for yourself and your family.

Business Solutions

Our staff of experienced benefits professionals can develop customized programs that make sense for your employees. We understand that every business is unique, and we take the time to get to know your company and its needs. This allows us to create a benefits package that is tailored to your business and its employees.

Federal Employees

If you're a federal employee, we can help you develop a personalized assessment of your federal benefits. We understand the complexities of federal benefits, and we're committed to helping you make the most of them. Our goal is to help you understand your options and make informed decisions about your coverage.

Financial Planning

Our team of experienced financial representatives can help you create a customized financial plan that is tailored to your unique situation. Whether you're saving for retirement, planning for college, or just trying to make sense of your finances, we're committed to providing you with the guidance you need to make informed decisions.

Investment Planning

As a Registered Investment Advisory firm, we're committed to providing you with unbiased investment advice. We understand that every investor is unique, and we take the time to get to know you and your goals. This allows us to create a customized investment strategy that is tailored to your unique situation.

Insurance Analysis

Our team of experienced insurance professionals can help you evaluate your insurance coverage and make informed decisions about your options. We understand that insurance can be complex, and we're committed to providing you with the guidance you need to make the best choices for yourself and your family.

Estate Planning

Our team of experienced estate planning professionals can help you create a customized estate plan that is tailored to your unique situation. Whether you're looking to minimize taxes, protect your assets, or provide for your loved ones, we can help.

Business Owner Benefits

If you're a business owner, we can help you create a customized benefits package that is tailored to your unique situation. This can include life insurance, long-term care insurance, disability insurance, and annuities.

Contact Us

If you're ready to take control of your financial future, we're here to help. Contact us today to learn more about our services and how we can help you achieve your goals. We're committed to providing you with the guidance you need to make informed decisions about your financial future.