Compass Advisory Partners, LLC

The DOL Wants To Talk To You! 

If you would like information on our upcoming DOL Seminar on February 25, 2010, please click here

  

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.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cash Flow Analysis

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

It's Not Too Late to Consider Life Insurance

Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

More Newsletters →