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.

Meet Our Team

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.

Get Started

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.

Learn More

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.

Let's Get Started

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.

Learn more

Learn more

Learn more

Learn more

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Learn More

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Learn More

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Learn More

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.

Learn More

Hey, Let's Chat!

Name

Email

Address

Phone

Question

Thank you!

Oops!