You deserve unbiased financial advice
Financial advisor providing investments & retirement planning in Greater Springfield MO & Bentonville AR
We help you retire faster
(with more money & less stress)
Prepare now for an amazing retirement, whether you’ve worked for decades or just started your career. Get peace of mind from knowing that, with proper planning, you can fulfill your dreams and needs for the rest of your life. We help you enjoy retirement in a way that is efficient for your taxes and your investment portfolio.
Table of Contents
We’re different than other financial advisors
We are an independent, fiduciary retirement planning firm. We have policies and procedures that put your interests first. Compass Financial is a locally owned business, so our loyalty is to you and not to a national brand or franchise.
Why a local, independent financial advisor is better for you
We provide financial services as unique as you are
At Compass Financial, you get unbias advice. As an independent agency, we’re not affiliated with a single brand of mutual funds, stocks, or insurance policies. When we help you plan your retirement, we are free to choose from any type and source of retirement planning products. We can shop around to find solutions that fit your unique needs and help you reach your unique goals. As a result, you get access to almost every investment product out there.
Our services are completely individualized. We invest a lot of time into planning your investments. Our clients like that. They see the unique care given to each person.
A “fee-based” retirement planning service is simple & affordable
We only charge a simple “management of assets” fee.
Our fees are fully transparent. When you get your monthly statement, there will be a simple line item for the management fee. There is nothing hidden or confusing.
Are you ready to take the first step?
Our clients come from all walks of life.
Schedule a free financial planning consultation
The first meeting is just to ensure we are compatible. You have to make sure that you trust us, and that you are a good fit for a client.
Then we assess what assets you currently have. We might make recommendations for changes to your retirement plan.
If you choose to become a client, you sign some simple paperwork. Then we submit all the necessary paperwork on your behalf, and we facilitate the transfer of the assets. We try to make it as easy as possible. You won’t have to call your old advisors and “break up” with them. We will handle the entire process for you.