Advisor Name
President
Office: 123-456-7890
Mobile: 123-456-7890
advisor@email.comAdvisor Name
Partner
Office: 123-456-7890
Mobile: 123-456-7890
advisor@email.comAdvisor Name
Private Wealth Advisor
Office: 123-456-7890
Mobile: 123-456-7890
advisor@email.comAdvisor Name
Client Service Specialist
Office: 123-456-7890
Mobile: 123-456-7890
advisor@email.comInsights 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
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
View all articles 
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
View all calculators
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
View all presentations
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.