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Welcome to COMPASS Retirement Planning Solutions
“Is your retirement pointed in the right direction?”
Our main focus at COMPASS Retirement Planning Solutions is on the challenges and opportunities of Seniors nearing retirement age.
We also pride ourselves on helping guide hard working individuals and couples still in the workforce, with financial planning and future retirement goals.
If you’re a successful business owner we can provide unique solutions for business succession planning. Whether it’s for your child or a key employee we encourage you to develop and implement a viable plan very soon.
Whether you’re in middle age or nearing retirement age, our ultimate goal is to help grow and protect your wealth and standard of living for you and your loved ones.
Please feel free to contact us for an appointment, either by phone or by filling out the form on this page.
Please call 203-299-6850 to set an appointment option.
- In our Middletown office (near the Cromwell town line).
101 Centerpoint Drive, Suite # 241
Middletown, CT 06457
- An in-home meeting at your personal residence.
- A meeting at your office or place of business.
- Online meeting thru a Zoom video conference.
- A video call thru your I-phone or Android smart phone or thru the Messenger app.
- By telephone.
We sincerely appreciate the privilege to serve you and your family. By letting us help you with your financial planning and retirement goals, we hope to not only become part of your trusted team of advisors, but also your friends.
Founder & Principal
We will get back to you very soon