Compass planning associates

Compass Planning Associates: Your Partner in Achieving Financial Security

Compass Planning Associates is a financial planning firm that has been helping families, individuals, and small-business clients achieve financial security, knowledge, and control over their money for over two decades. The company was founded by Chris Chen, CFP®, CDFA® in 1998 with the goal of providing personalized financial planning services to clients who want to take control of their finances.

At Compass Planning Associates, we believe that everyone deserves access to quality financial advice regardless of their income or net worth. Our team of experienced professionals works closely with each client to understand their unique needs and goals before developing a customized plan that addresses all aspects of their financial life.

Our Services

We offer a wide range of services designed to help our clients achieve their financial goals. These include:

1. Retirement Planning: We help our clients plan for retirement by developing a comprehensive strategy that takes into account factors such as income sources, expenses, taxes, and investment returns.

2. Investment Management: Our team provides investment management services designed to help our clients grow and protect their wealth over the long term.

3. Tax Planning: We work closely with our clients' tax advisors to develop tax-efficient strategies that minimize the impact of taxes on their investments and overall financial plan.

4. Estate Planning: We assist our clients in creating an estate plan that ensures the smooth transfer of assets from one generation to another while minimizing taxes and other costs.

5. Insurance Analysis: We review our client's insurance coverage (life insurance, disability insurance) as part of an overall risk management strategy.

6. College Funding Strategies: We provide guidance on college funding strategies including 529 plans or other savings vehicles available for education expenses

Why Choose Compass Planning Associates?

There are many reasons why you should choose Compass Planning Associates as your partner in achieving your financial goals:

1) Experience - Our team has decades of experience working with clients from all walks of life. We have seen it all and can help you navigate even the most complex financial situations.

2) Personalized Service - We take the time to get to know each client personally so that we can develop a customized plan that meets their unique needs and goals.

3) Holistic Approach - We believe that financial planning is about more than just investments. Our team takes a holistic approach, considering all aspects of our clients' financial lives including taxes, insurance, estate planning, college funding strategies and more.

4) Fiduciary Standard - As a fiduciary firm, we are legally obligated to act in our clients' best interests at all times. This means that we always put our clients' needs ahead of our own.

5) Fee-Only Compensation - We are compensated solely by fees paid by our clients for advice and services rendered. This means there are no hidden commissions or conflicts of interest when working with us.

Conclusion

At Compass Planning Associates, we believe that everyone deserves access to quality financial advice regardless of their income or net worth. Our team is dedicated to helping families, individuals, and small-business clients achieve financial security through personalized service and comprehensive planning strategies designed to meet their unique needs and goals. Contact us today to learn how we can help you take control of your finances!