Welcome to Compass Advisory Partners.

We are committed to helping you see the value of working with skilled professionals to pursue your financial goals. On this website, you'll find a wealth of information in the form of newsletter articles, calculators, research reports, and market performance data.

We hope you take advantage of these resources and visit us when you need to gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Accumulation

Estimate the future value of your current savings.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

When You Can’t Speak for Yourself

Having proper legal documents in place can help when you are unable to make your own medical and financial decisions.

Do You “Speak” Annuities?

An overview of fixed and variable annuities and how they could provide a guaranteed income stream in retirement.

Can Small Companies Benefit from Big Data?

Some of the ways business owners are using data to help improve business efficiency and customer interaction

SEC Decides to Break the Buck

How reforms to the $2.6 trillion money fund market might affect institutional and individual investors.

More Newsletters →