Preparing for retirement should create excitement, not concern. Yet, that’s not the case for many.
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. If you’re looking for a firm that will focus on your individual needs and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We utilize a wide array of investment offerings to help you build a personalized financial plan. We will thoroughly study your personal situation, and tailor our advice to your specific needs to help you create a financial strategy that supports your retirement lifestyle and long term financial goals.
At The Compass Group, we offer you the following products and services: