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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Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

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Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

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Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

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