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Comprehensive Retirement Planning

When the finish line is in sight and your retirement date has been set, you may begin to question whether you will be able to maintain your quality of life throughout your retirement. Our team is here to provide the tools and resources needed to help transition your lifetime of savings into a dependable income plan.

For a hands-on personal review of your entire financial picture, our sister company, Compass Financial Resources, LLC, can help remove financial uncertainty by providing individual advice and comprehensive financial guidance for your unique needs.

Compass Financial Resources, LLC, is available to help avoid redundancies, inefficiencies and unnecessary fees, penalties and taxes that can result from handling your retirement accounts. They assist school district employees create coordinated, personal retirement plans that include:

  • Pensions
  • 403(b) & 457(b) plans
  • Social Security benefits
  • Medicare
  • Income projections
  • Debt / cash management
  • Taxes
  • Insurance
  • Other savings and investments

They offer skilled advisors with passion and experience for the education profession to provide implementation and ongoing financial management services throughout your retirement. Through these relationships, their team will be available to continually adapt and modify your financial plan to fit your changing lifestyle needs for the years to come.

Click here to discuss your comprehensive financial plan today!