GROWING FAMILIES

Financial plans for families that tick the boxes - retirement savings, legacy planning, and college savings.

Investment Solutions for Grwoing Families

Protect, Grow, and Pass Along Wealth to the Next Generation
As parents, you face the challenge of effectively preparing for your retirement while also thoughtfully considering your children’s financial futures and ensuring they are set up for success. Balancing these important responsibilities can be both daunting and rewarding.

Instead of being overwhelmed by all of the options and potential pitfalls, you can partner with a licensed financial advisory group like Compass Wealth Partners and build a comprehensive financial plan that covers all the bases: your retirement, your children’s college, and the legacy you hope to leave behind. We have solutions for families who are just starting out and those who are further along financially.

To learn more about our services, contact us and schedule a call. The best time to get started may be now.

Our Services

  • Financial Literacy

    We can help you set financial goals for yourself and your family.

  • Retirement Planning

    Build a plan for a sustainable, worry-free retirement. Our solutions take into account your unique goals and lifestyle.

  • College Funding

    College gets more expensive every year. We’ll help you plan and save for your children’s future.

  • Estate Planning

    A well-organized estate is one of the most thoughtful gifts you can leave your family. We offer strategies for preserving and transferring wealth.

  • Tax Planning

    We will help you identify and implement tax-efficient strategies to preserve your wealth. 

  • Charitable Giving

    The best gifts are planned. We can design a plan to help you support the charity or cause of your choice.