The Retirement Solutionist
Marvin Mitchell
Compass Retirement Solutions
Client Service Experience
• Client Service Experience
• Financial Planning and Investment Management
• Financial Reviews conducted – 1-3 times annually
• Phone Contact – 4-6 calls annually
• Full access to all team members
• Guaranteed contact in 24 hours
• Online access to accounts and support
• Retirement projections reviewed
• Retirement income strategy reviewed
• Tailored investment philosophy reviewed
• Social Security benefits reviewed annually
• Beneficiaries reviewed annually
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