Compass Financial Advisors

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Retirement Plans

401k PLANS

We use the same best practices for group qualified plans that we offer our individual and estate clients to help build wealth for company employees, regardless of their net worth or account balance. We believe everyone should have access to a great retirement plan. Instead of offering a pre-packaged plan, Compass strives to offer much more.


457 & 403(b) PLANS

It’s as simple as having a cup of coffee with a good friend. Compass Financial Advisors specializes in retirement planning for the hard-working people who make our communities work. We speak public sector retirement and are fluent in the details of governmental deferred compensation and defined contribution plans.



Compass can review all IRA options that may work for your situation. Enhance your chances of living the retirement you have been working toward – and dreaming of – by putting the power of an IRA’s tax-deferred investment growth to work for you.


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Latest Market News

 Stocks fell for the week as investors grappled with higher bond yields, political risks around the globe, trade tensions and higher energy prices. The real estate and utilities sectors, which tend to be bond proxies due to their high dividend yields, lost over 2% for the week. By contrast, the materials and energy sectors posted the biggest gains as investors are starting to price in higher inflation expectations. In economic news, retail sales rose 0.3% in April, in-line with forecasts, as higher paychecks from tax-cuts offset rising fuel costs. In stock news, both Walmart Inc.

 Treasury prices dropped moderately over the course of the week on strong economic data and speculation that both the Federal Reserve and European Central Bank may raise interest rates more quickly than previously expected. On Tuesday, April Advance Retail Sales were solid while March sales figures were revised to 0.8%, and May Empire Manufacturing was higher than expected, causing a risk-on environment which led to a significant drop in Treasury prices. It was also reported on Tuesday that the U.S.

 View from the Observation Deck  

Securities offered through Harbour Investments, Inc.,
member FINRA/SIPC.

Investment Advisory Services offered through
Compass Financial Advisors, LLC,
a registered Advisor. 
Compass Financial Advisors, LLC &
Harbour Investments, Inc.
are separate entities.

Check the background of this firm
on FINRA's Broker Check