The Retirement Solutionist
Marvin Mitchell
We offer access to a variety of products and services to meet your financial planning needs. Our company’s strength is to utilize products only when it helps you to meet a goal or solve a problem.
One place to satisfy
all of your financial needs
Our aim at Compass Retirement Solutions is to be a one stop financial shop for retirement planning and provide you with security and convenience. Let us be your destination of choice to help design a plan with the goal of protection, safety, security and a personal touch. You tell us what you want to accomplish, and we will do the leg work.
Our Specialty:
• 401K rollovers: that includes old plans, post retirement and in service post 59 ½ rollovers
• IRA transfers
• Pension plan rollovers
• Income protection
• TSA/403B rollovers with educators, hospital employees
• “Financial Quarterback” on estate planning issues
• Life Insurance planning: for estate planning, or with the goal of tax free income
Investments:
• Advisory Accounts
• Brokerage Accounts
• Stocks and Bonds
• Exchange Traded Funds
• Mutual Funds
• UITs, REITS
• Limited Partnerships
• Variable Annuities
• Equity Indexed Annuities
• College Savings Plans
Retirement Plans:
• Defined Benefit Plans
• Defined Contribution Plans
• Small Business 401Ks
• 403B Plans
• SEP Plans
• SIMPLE IRAs
• ROTH IRAs
• Rollover IRAs
• Traditional IRA’s
Insurance:
• Health Insurance
• Disability
• Long Term Care
• Term Insurance
• Permanent Insurance
• Key Man, Split Dollar
• Buy/Sell Agreements
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