Compass Financial Group

We're singing Happy Birthday to our Lead Advisor, Rachel Betzwieser, from across the sea! Help us wish Rachel a Buon compleanno!🎉🥳🎉

Celebrating 16 years of Compass Financial with a fun day out at Drive Shack! ⛳🎉

We’re grateful for an incredible team, amazing clients, and the relationships that have made the past 16 years so meaningful. This month also gives us even more to celebrate with both Richard and Rachel’s birthdays! 🎂

We definitely missed having Mike with us at the outing, but we look forward to getting the whole team together again soon.

Here’s to 16 years of growth and teamwork — and to many more ahead!

Happy birthday to our boss, Richard Hill! We're wishing you many more years filled with joy and peace!

Retirement changes your cash flow—not just your schedule. Don’t leave your income to chance. Discover how our fiduciary advisors help you build a tax-efficient retirement income strategy designed to help you keep more of what you’ve earned.

How to Create a Retirement Paycheck: Why Income Planning Is More Complex Than Most Retirees Expect Stop guessing with your retirement. Learn how our fiduciary advisors help you build a tax-efficient, reliable paycheck that lasts throughout your golden years.

Learn how high-net-worth households can reduce taxes in retirement through proactive planning that structures income and spending over time to improve long-term tax efficiency and support more strategic retirement outcomes.

How to Reduce Taxes in Retirement (A Strategic Approach for High Net Worth Households) Learn how high-net-worth households can reduce taxes in retirement through proactive planning that structures income and spending for long-term tax efficiency.

Help us wish our Lead Advisor, Mike Willauer, a happy birthday! 🎉🎉🎉

Understand how the Iran conflict and Strait of Hormuz uncertainty are affecting market volatility—and how our retirement advisors can help you monitor and respond strategically without getting distracted by short-term noise.

Markets, Oil, and Uncertainty: What Investors Should Know Right Now Learn how the Iran conflict and uncertainty around the Strait of Hormuz affects market volatility—and how our retirement advisors are responding and guiding strategy.

Compass Financial Group specializes in 401(k)s and other employer‑sponsored retirement plans, tailoring and managing plans with fiduciary guidance and investment oversight to support your company’s goals and your team’s financial future.
Is your current retirement plan still the right fit for your business? Visit our newest page to learn how we can help your plan work harder for you and your team.
https://www.compassfinancialgrp.com/401ks

Retirement Plans for Dentists: NCDS & VDA Pooled Employer Plans

Compass Financial Group, as your investment manager and fiduciary, can now help your dental practice join a professionally managed collective 401(k) through the NCDS & VDA Pooled Employer Plan.
Visit our new page, dedicated to dentists, to learn more!
https://www.compassfinancialgrp.com/dentists