At The Compass Group, our sole focus is YOU.

We’re committed to helping you work toward achieving the retirement you want.

Our First Priority

Our mission is to help people chart their course through retirement. We serve clients throughout the Nature Coast of Florida, with a focus on retirement income planning and asset protection.

The Compass Group works with families throughout the Nature Coast to help them achieve their financial goals. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

With The Compass Group, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

Please contact us at 352.688.4990 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

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Meet Our Team

Meet the team at The Compass Group

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Our Services

You may be able to use time to your advantage when investing for wealth accumulation.

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Upcoming Events

Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can protect* your money from declines due to market losses.

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Annuities

Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.

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Life Insurance

Life insurance isn’t for you — it’s for those you leave behind.

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Retirement
Income Strategies

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

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