Financial Services

One Stop. Many Options.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

In a recent survey, 36% of retirees said overall spending and expenses were higher than expected.1 Additionally, another study found that 40% of retirees were very or somewhat concerned that their savings and investments might not “keep up with inflation.”2

That’s where we come in.

We utilize a wide array of investment offerings to help you build a personalized financial plan. From tax-efficient strategies to protecting some of your assets — we’ll cover as many bases as possible to help you create an income strategy that supports your retirement lifestyle and long-term financial goals.

At The Compass Group, we can offer you the following products and services:

(Click the images below to learn more about each service)

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Annuities

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Wealth Management

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Asset Protection

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Life Insurance

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Retirement
Income Strategies

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Tax Planning
& Preparation

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Long-Term Care Strategies

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IRA & 401(k)
Rollovers

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Legacy Planning

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Medicare Solutions

We can also refer you to professionals who provide the following services:

» Trusts
» Probate
» Charitable Giving
» Estate Planning

Once we understand your financial situation and objectives, we can help you decide which types of products and services fit within your financial strategy.

1Employee Benefit Research Institute. 2022. Page 9. ”2022 Retirement Confidence Survey."
https://www.ebri.org/docs/default-source/rcs/2022-rcs/2022-rcs-summary-report.pdf..Accessed June 24, 2022.

2 Greenwald Research. Society of Actuaries Research Institute. February 2022. Page 78. “2021 Retirement Risk Survey.“  https://www.soa.org/48fd8a/globalassets/assets/files/resources/research-report/2021/risks-retirement-findings.pdf.. Accessed June 24, 2022.

Strategies for Financial Independence

It is important to feel you have control over your future. At The Compass Group, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

To schedule a time to discuss the role of insurance products in your financial strategy, call us at 352.688.4990 today!

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Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

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