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.

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, 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.

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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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

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Understanding Equity Compensation

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

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Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

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