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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It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
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HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction
On March 13, 2025, the S&P 500 Index landed in correction territory after a swift drop. An escalating trade war and signs of a slowing economy have unsettled the financial markets.
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Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Lease Payment
How much would your monthly lease payment be?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.