Compass Advisory Partners, LLC

 

Welcome to Compass Advisory Partners.

 

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

We hope your visit to our website will assist you in understanding the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Here you will gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.

We hope you take advantage of this important resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser.  We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

 

 
Calculators

Lease Interest

What's the interest rate on the lease you're considering?

Cash Flow Analysis

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

Home Affordability

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

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

More Newsletters →