The Retirement Solutionist
Marvin Mitchell
Compass Retirement Solutions provides its clients with investment options to meet the demands of their lifestyle, family needs and future concerns. In doing so, our financial advisors will take you through investment options that are right for you and will create a customized financial plan.
You may find yourself asking questions, such as:
• Will I have enough income in retirement?
• Can I set up an account for my grandchildren to access when they are adults?
• How do I create tax benefits for my estate?
These are only a few of the numerous questions you may have when considering your options, and we are here to help. We can work with you to answer questions by determining the appropriate design and products for your portfolio, whether it is a highly disciplined managed account program or a financial strategy such as a Stretch IRA.
Your money,
explained in detail, for YOU
At our office, we will not only make recommendations based on your needs and portfolio, but we will show you the reasoning behind our recommendations so that you understand your investments completely.
Additionally, to ensure that your investments continue to work for you, we will review your portfolio on a quarterly basis and give you direct access to view your investment performance.
We are with you,
all the way
Our client service experience benefits you because we walk you, step-by-step, through your consultation and recommendations, and we stay with you throughout your investment lifetime.
Copyright © 2015 Compass Retirement Solutions
