Compass Financial Group Raleigh NC

Compass Financial Group Raleigh NC is a small financial services firm based in Raleigh, North Carolina. With four employees, the company generates $2.5 million in annual revenue. Compass Financial Group specializes in two areas: designing personalized financial plans for individuals preparing for retirement and offering consulting services for company retirement plans and executive benefit programs. For individuals, their planning process includes strategies to optimize social security and pension benefits, manage taxes, address healthcare costs, create an estate plan, and allocate investment assets. For businesses, the firm provides guidance on establishing tax-qualified retirement plans such as SIMPLE IRAs, SEPs, 401(k)s, 403(b)s, ESOPs, and defined benefit pension plans. They also offer supplemental benefit programs like deferred compensation and supplemental executive retirement programs (SERPs). Compass Financial Group positions itself as an independent firm, free from conflicts of interest, quotas, or proprietary products. This allows them to prioritize their clients' needs above all else. As a boutique firm, they emphasize personalized attention and service. They leverage a partnership with a large independent broker/dealer to provide the resources and expertise needed to handle complex financial issues. For more information about Compass Financial Group Raleigh NC, visit their website at compassfinancialgrp.com.