Navigating a Successful Retirement Journey
Providing clients with custom strategies to help them towards their retirement destination.
Services to Help Guide You Towards Your Retirement Goals
How can we help you? Retirement Compass assists clients in preparing retirement income plans that focus on protecting, growing and enjoying their retirement assets by recommending financial choices and strategies that do not involve direct stock market risks and are insured by highly regulated and rated insurance companies. While each client’s needs are different, after getting to know you, we may offer you the following services to fulfill your retirement goals:
Retirement Compass Will Lead The Way
At Retirement Compass, we strive to help each client navigate their retirement journey to reach their retirement income goals. Most people want to arrive at retirement age with the confidence of having an income stream available that one cannot outlive. There are several ways to navigate towards this goal that involve accumulating and protecting assets, mitigating taxes, and then strategically spending assets when on a fixed-income later in life.
We understand that most people are busy living their lives: working, taking care of their family and just managing day-to-day life. While you are focused on other things that must get done today, we can use our decades of knowledge and expertise to help steer you away from rough waters and smoothly towards your retirement goals.
If you are an individual, family, couple, near-retiree or retiree in the southwest Missouri area and beyond, Retirement Compass is here to help you navigate your retirement income options. Ready to get started? Let’s get together for a complimentary consultation to start mapping out your journey.
Mapping Your Path to Success
We recognize every client and prospective client as a unique individual. The recommendations we make match the unique needs of the people we serve.
We meet each interested person or family face-to-face so we can get to know them and their goals. We do not ask for any pre-qualifying, age, income or wealth information until we meet. We want all potential clients to feel comfortable sharing their personal information. If we are a good fit, this process is what clients can expect when working with us.
1
Communicate
We meet with our clients and discuss their retirement goals and answer important planning questions that may impact future generations.
2
Formulate & Protect
We evaluate available strategies and create a custom plan that aligns with your retirement income goals.
3
Build & Protect
We aim to build and protect the money that you’ve earned during your working years and will make strategic recommendations to keep you on course in your retirement journey.
Is your retirement plan built to withstand a bear market?
Download your complimentary Bear Market Survival Guide to learn how to protect your retirement plan from market volatility.