Broker Check

Compass Investment Advisors - Dover, DE

 
  • 46 South State Street Dover, DE 19901
  • 302-526-2565
When Markets React Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

Advisor Name

President

Office: 123-456-7890

Mobile: 123-456-7890

advisor@email.com

Advisor Name

Partner

Office: 123-456-7890

Mobile: 123-456-7890

advisor@email.com

Advisor Name

Private Wealth Advisor

Office: 123-456-7890

Mobile: 123-456-7890

advisor@email.com

Advisor Name

Client Service Specialist

Office: 123-456-7890

Mobile: 123-456-7890

advisor@email.com

Insights From Compass

Browse through our resource library to learn more about a host of relevant and timely topics.

Our Commitment To You

Learn more about why clients continue to choose Compass Investment Advisors.

The Compass Mission

Why we do what we do for clients and the community.

Helpful Content

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

 

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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