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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.

SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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Understanding Money Market Funds

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.
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Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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