Retirement & Financial Planning in Springfield, MO
Independent fiduciary guidance for retirement income, investments, and tax planning to help you make informed decisions about your financial future.
Financial Planning Designed Around Your Retirement
Compass Financial was founded by Joe Fricke in 2018 with a commitment to providing independent financial guidance focused on clients’ individual needs rather than selling financial products.
“I’ve always been interested in finance, especially budgeting. It’s fascinating how we can use money to make more money. So I began working for one of the large financial firms in 2007. But I realized that working for a commission – at an agency with a limited selection of financial products – was not the best path for my clients or myself.
That’s why I launched Compass Financial in 2018 from our home in Nixa, Missouri. My wife remembers the large stacks of folders that towered over our kitchen table! Through hard work and dedication to our clients, we’ve grown each year since.” – Joe Fricke, Financial advisor and owner of Compass Financial
Retirement, Tax & Investment Planning Under One Roof
As an independent fiduciary firm, Compass Financial helps individuals and families navigate retirement planning, investments, and taxes with guidance tailored to their needs.
Retirement & Investment Planning
Personalized retirement and investment planning, including strategies for transitioning from saving for retirement to managing retirement income and withdrawals.
Tax Planning & Preparation
Personal and business tax planning and preparation, including guidance on how taxes may affect your retirement income and financial decisions.
Medicare Guidance
Understand your Medicare options and prepare for healthcare costs as you approach or enter retirement.
Bookkeeping Services
QuickBooks ProAdvisor bookkeeping services to help businesses organize their financial records and better understand their finances.
Independent Fiduciary Advice Built Around Your Retirement
At Compass Financial, we believe your financial plan should be built around your life, not around a product. As an independent fiduciary firm, we create individualized strategies that bring together retirement income, investments and tax planning.
We focus on clear, transparent advice and explain your options in terms you can understand. Our goal is to give you the information you need to make confident financial decisions, whether or not working with Compass is ultimately the right choice for you.
Explore Our Free Retirement & Tax Planning Tools
Use our free Tax Bill Calculator to estimate potential future tax liabilities and better understand how taxes may factor into your financial planning.
Our Retirement Reality Check is designed to gauge your preparedness for one of life’s most significant transitions.
Independent Fiduciary Financial Planning
Whether you’re preparing for retirement, managing retirement income, evaluating investments or looking for a more coordinated tax strategy, our team can help you understand your options and build a plan around your goals.