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Insurance
About Us
Kompass Financial Advisors is an independent insurance agency and Registered Investment Advisory firm. Because of our independence, we are able to provide a wholly objective viewpoint to your specific situation and apply an array of tools that can be utilized to customize plans to achieve your goals. Our purpose is to help people properly plan their future through a hands-on, consultative approach.
Researching the marketplace for the best concepts, product features, service and price is our job. We’ll do the research and legwork, thereby relieving you of this burden so you can focus on the other pressing matters of life.
Regular reviews are performed to ensure that you are positioned to maximize the marketplace based on your goals and objectives. Whenever changes are made, they are clearly communicated.
In today’s highly complex world with a myriad of financial information available, Kompass Financial Advisors brings experience, knowledge and understanding to your planning needs. Our clients have benefited from the profitable insights and ideas we have been able to provide. We welcome the opportunity to do the same for you.
Whether you need help with your existing investments, or with setting up a new retirement plan for your business, we can help you. And if you need help with life, long-term care, or disability insurance planning, we have the background and expertise to find the right solution to help you meet your goals and objectives.
