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4801 Westown Parkway, West Des Moines, IA 50266

515-327-1020
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CONFIDENCE IS POSSIBLE

Our CERTIFIED FINANCIAL PLANNER® professionals are listeners and teachers. We love to inject hope into the money side of life and know that with understanding, comes confidence in your financial plan.

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DOUBTS CAN KEEP YOU UP AT NIGHT

Defining your financial dreams can provide clarity and perspective. Let us help you envision your future and work towards bringing those dreams to life.

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INTIMIDATED BY FINANCIAL DECISIONS?

We’ve all been there. The last thing you need is an advisor who talks over your head. We’re here to speak your language and help you feel empowered and confident about your finances.

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WELCOME TO COMPASS FINANCIAL SERVICES

“At Compass Financial Services, we create a safe place for our clients as we walk alongside them, carving out a path towards their own goals and dreams.”

– Kurt Pearson, Founder

Ready for the next step? We offer a complimentary initial consultation to everyone.

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Our Financial Planners are Here for You

Over the last 26 years, we have helped clients in 25 different states.

Our Process
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Our History
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Our Values
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Our Resources
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When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.
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