Compass Capital Management

Compass Capital Management, LLC is an independent registered investment advisory and financial planning firm based in McAlester, Oklahoma. The company employs 8 people and generates an annual revenue of $2.5 million. Compass Capital Management specializes in retirement planning and distribution strategies, catering primarily to retirees and those nearing retirement. They offer personalized financial planning services, including tax planning, risk management, estate planning, college funding, and investment management. The firm prides itself on providing comprehensive education, consistent communication, and service that exceeds client expectations. Compass Capital Management distinguishes itself through its "LifePlan Solution™", a unique process designed to provide clients with tailored financial advice and confidence in their future. Their team of dedicated professionals consists of CPAs and CFP registrants, ensuring clients receive expert guidance in all aspects of their financial well-being. Clients interested in learning more about Compass Capital Management's services can contact them at their registered address: 321 S. 3rd St., Suite 4, McAlester, OK 74501.