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.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

When Adult Children Need Financial Help

Ideas for parents to consider when their adult children ask for financial help.

Keeping Score for Your Credit

Tips to maintain or potentially improve your credit scores (higher scores could make it easier to obtain credit).

Small-Business Borrowing Update

Common financing options that small businesses often rely on to run their operations or finance expansion.

Does a Larger Staff Fit into Your Growth Strategy?

More than half of small-business owners and CEOs surveyed in 2013 said they were planning to hire new workers in 2014.

More Newsletters →