When planning for the future of your family or business, there are many possible paths to consider. At Compass Financial Partners, our mission is navigating your journey to financial security.
You will be working with a full team of experienced professionals who have worked to obtain the most respected academic credentials in the industry: Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), Certified Investment Management Analyst (CIMA®), Certification in Long-Term Care (CLTC®) and Chartered Life Underwriter (CLU®).
FINANCIAL REPRESENTATIVES DO NOT RENDER TAX ADVICE. CONSULT WITH A TAX PROFESSIONAL FOR TAX ADVICE THAT IS SPECIFIC TO YOUR SITUATION.
Everything starts with the financial plan. We believe that our advice must be tailored to your personal financial goals in order to achieve success.
JUSTIN MACK, CFA®
PRIVATE WEALTH ADVISOR
DIRECTOR OF INVESTMENTS
COMPASS FINANCIAL PARTNERS