Home | Compass Financial Resources, LLC

We Help Educators Plan For Their Future

"An investment in knowledge pays the best interest." -Benjamin Franklin

Retirement and Legacy Planning

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Your Future Is Our Focus

Upcoming Events

Upcoming Events

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Learn more

Have a Question

Name

Email

Address

Phone

Question

Thank you!

Oops!