Our Financial Services in Des Moines

Your finances are just one portion of your life, but sometimes, money issues occupy too much space in your mind. If you’re looking for some additional support as you navigate your finances, partnering with a financial services company can help ease your burden. No matter what type of financial service you are looking for, know that you don’t have to do it alone.

At Compass Financial, our Des Moines financial advisors are here to help not only fuel your dreams but help you understand how you got here. Your foundational beliefs and values influence how you proceed on your financial journey. Our team of Certified Financial Planners® and financial advisors in Des Moines are eager to work alongside you to help you pave a path towards your goals.

What is a financial services company?

Financial services companies vary depending on their business goals and areas of experience. In general, companies in this industry offer different types of financial services, including banking, financial planning, investing, lending, insurance, advising, real estate, retirement and more. Most financial services companies offer a combination of services in order to better address their clients’ needs.

Types of Financial Services Offered at Compass Financial

At Compass Financial, we focus on a variety of financial services in order to help our clients pursue their financial goals:

Hourly Financial Planning

Our Des Moines financial advisors offer hourly financial planning  services near you. The whole point of financial planning is to figure out what your goals are and then make a plan to help you get there. Unlike financial advisors who charge a consultation fee and a percentage of income earned, we charge a flat hourly rate for this type of financial service.

Investment Management

There’s no such thing as a one-size-fits-all investment strategy. For example, the right investment strategy for your neighbor might not be the best strategy for you. Talking to a financial professional can provide clarity over different investment options and help you determine which will be the right fit. When you partner with Compass Financial for investment management services, we help you handle your financial assets and other investments.

Compass on Demand

Compass on Demand is a convenient, subscription-based approach to financial planning services. This flexible option combines the valuable advice and experience of our Certified Financial Planners® with the ease of an online system you can use whenever it’s convenient in your schedule and whenever financial questions pop up in your life.

Insurance

Few things in life are truly certain, so we must accept a certain amount of risk. Financial services companies often offer insurance for income protection  as a way to help you mitigate financial risks and increase your peace of mind. At Compass Financial Services, our financial advisors in Des Moines can help you explore your insurance options and find a plan that fits into your budget, lifestyle, and coverage needs.

When should you hire a financial advisor?

There are no set rules about when to hire a financial advisor or consult with a financial services company. Many people wait until later in life to seek advice from a financial planner, but we recommend getting an early start so you can make a financial plan for your future.

No matter what life stage you’re in, what your income level is or what your financial goals are, talking with a financial advisor can provide direction and confidence. Learn how to decide if a financial advisor is a good match for you, or reach out to one of our financial planners in Des Moines to set up a free consultation.

Contact Our Des Moines Financial Advisors

One of our top values at Compass Financial is listening. We don’t offer one-size-fits-all financial advice. Instead, we’re dedicated to getting to know you, understanding your unique life goals, and creating a safe place to explore how to get there.

To learn more about what it looks like to partner with Compass Financial, read what your first meeting with us will look like. Then, if you’re ready to meet our skilled team of Des Moines financial advisors, reach out to us for a free, no-strings-attached consultation.