Plan Your Retirement With Confidence
Get financial planning from top-rated financial advisors in Springfield MO & Bentonville AR
Financial Planning Designed Around Your Retirement
“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
We are an independent, fiduciary firm offering a wide range of financial services:
Personalized guidance for investments, retirement planning and your long-term financial goals.
Personal and business tax planning and preparation to help you make informed financial decisions.
Guidance to help you understand your Medicare options and prepare for healthcare costs in retirement.
QuickBooks ProAdvisor bookkeeping services to help businesses stay organized and 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.
Try our free online tools:
Try our free online Tax Bill Calculator to get a detailed and personalized estimation of your future tax liabilities.
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.