CONFIDENCE IS POSSIBLE

Our Certified Financial Planners® 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.

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.

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.

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.

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.

Our Process

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Our History

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Our Values

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Our Resources

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The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

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9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

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Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

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