Compass Financial

Compass Financial is a financial planning firm specializing in high-net-worth retirement planning and tax optimization for clients with over $1M in assets. Led by advisors with over 50 years of combined experience, they use their proprietary "Power of 3" approach focusing on growth, income, and liquidity to help clients reduce taxes by up to 50% and create personalized, tax-efficient retirement strategies. The firm is featured regularly on NBC's "Navigate Your Wealth" and emphasizes eliminating uncertainty through comprehensive financial planning tailored to each client's unique goals.