Financial Advisors
Mt Pleasant, SC
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.
Ideal for: High-net-worth individuals ($1M+ assets), Pre-retirees seeking tax optimization, Business owners planning succession, Clients concerned about retirement income sustainability
Service area: Charleston area, including Mount Pleasant and surrounding communities
Power of 3 Approach: Proprietary framework focusing on growth, income, and liquidity to maximize retirement outcomes while minimizing risk and taxes.
Tax Reduction Specialization: Helps high-net-worth clients reduce tax burden by up to 50% through tax-efficient strategies and comprehensive lifetime tax planning.
Media Presence & Published Author: Featured regularly on NBC's "Navigate Your Wealth" program and authored a book on retirement strategies, demonstrating industry expertise and credibility.
Address: 1470 Ben Sawyer Blvd suite a-1, Mt Pleasant, SC 29464
Phone: (843) 800-5241
Website: navigateyourwealth.com
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