COMPASS FINANCIAL GROUP

Compass Financial Group is a financial services firm in Raleigh, NC. We offer financial planning and investment management for retirees or those within 5 years of retirement... At Compass Financial Group, we help professionals and business owners navigate the financial, emotional and lifestyle challenges that come with retirement... Speak to any financial advisor and they will tell you that they can help you with "retirement planning". What they mean is that they can help you get TO retirement - in other words, "accumulation planning". At Compass Financial Group, we believe true retirement planning is something very different - guidance as you transition into retirement and a personalized financial, emotional and lifestyle plan to keep you there. Review our comprehensive process

Primary location: Raleigh United States