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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How to Correct an Error on Your Credit Report
Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.
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Inflation Protection for Investment Dollars
Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.
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How Life Insurance Could Help Mitigate Taxes in Retirement
A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.
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Are You a HENRY? Consider These Wealth-Building Strategies
High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?