A Full Range of Financial Products and Services

The financial management process at Compass Insurance & Financial Group begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.

Some of the products and services we offer:


Financial Education

  • The Complete Financial Management Workshop®
  • Wealth & Wisdom Institute

Financial Planning

  • Retirement Distribution Strategies
  • Retirement Planning
  • College Planning
  • Tax Planning
  • Wealth Accumulation/Protection
  • Estate Planning
  • Employee Benefits
  • Business Protection Plans
  • Profit Sharing Plans
  • Succession Planning Strategies


  • Mutual Fund Wrap Programs
  • Separately Managed Accounts
  • Unified Managed Accounts
  • Mutual Funds
  • Indexed Annuities
  • Variable Annuities
  • Unit Investment Trusts
  • 529 College Savings Plans
  • Brokerage Accounts
  • IRAs
  • Roth IRAs
  • SEP IRAs
  • Qualified Retirement Plans
  • 412(e)(3) Plans


  • Disability Income Insurance
  • Business Overhead Expense
  • Life Insurance
  • Annuities
  • Long-Term Care Insurance
  • Health Insurance



Variable annuities and mutual funds are sold by prospectuses, which contain complete information including fees, contingent deferred sales charges and other costs that may apply. Contact your registered representative to obtain current prospectuses.

Guarantees are based upon the claims-paying ability of the insurer.