Compass Insurance & Financial Group

CONNECT

Address:

137 West Main Street
Ashland, OH 44805

Phone:

(419) 207-1111

Fax/Other:

(419) 289-6197

Nontraditional Financial Concepts

One of the problems that we've discovered with the financial services industry is that the vast majority of people have been taught what to think about money rather than how to think about money.  We'd like to challenge the traditional line of thinking and introduce you to some new concepts that you've likely never seen or heard before.

If you're still at least 5 years away from retirement, we'd suggest that you start here and then move on to the Personal Economic Model.

Your Circle of Wealth

 

 

If you're within 5 years of retirement or already retired, then start here and then move on to Qualified Plans.

Retirement: Are You Ready?

 

 

Personal Economic Model

 

 

Qualified Plans

 

 

College Funding

 

 

Mortgages

 

 

Club vs. Swing

 

 

Your Bank

 

 

Private Reserve Strategy

 

 

10 Minute Lesson

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck