Life moves pretty quick.

Preparing now is the first step to enjoying your time in the fast lane. Speak with one of our advisors today, to plan for tomorrow.

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Urban professionals face more financial challenges than ever before. Small changes now can lead to a lifetime of independence.

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It's not always about the money.

Constructing a life strategy that keeps you in control is our goal. With our advisors, we’ll give you the tool to reach your goals.

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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, Owner & 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 22 years, we have helped clients in 28 different states.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

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18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.