When Compass Financial Services was created in 1997, we began with a simple vision.
Working out of a basement, Kurt’s goal was to help people match their dollars with their dreams and to have fun while doing it. Over the years we grew. We moved into an office and added employees, depth of expertise and a shared vision to the Compass Financial Team.
The elements of our vision combine together to create a safe place for our clients and our team to realize their goals and dreams.
People have seemed to like the Compass Financial philosophy over the years, and today we continue to build upon that original message. Every day is a new and exciting opportunity to help someone. In one day we might help a family fine-tune a retirement plan or provide direction on investment opportunities. On another day we might help a struggling family create a plan to get out of debt. We respond with the same intent each time: do what’s right for the client and to build a trusting, long-term relationship within that safe place.
With our full range of expertise and experience, it’s likely that we have handled just about any situation that may come up, and we have never wavered from our original vision, philosophy and dream.
We invite you to contact us today to schedule a visit to our office for a free one-hour consultation to discuss how we might be able to help you keep your dreams alive!