Welcome to Compass Financial Services Group
Thank you for visiting our brand new website, hosted by Broadridge. All accounts managed by Compass Financial are overseen by Woodbury Financial.
Newsletters
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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
Many insurance companies have begun to raise rates, restrict coverage, or stop selling policies in high-risk areas.
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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Savings Accumulation
Estimate the future value of your current savings.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?