Our Services

The advisors doing business as Compass Financial Services offer access to a wide range of financial products and services to individuals and business owners.  We are committed to helping people achieve their financial goals. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to pursue your goals and make wise decisions to help improve your financial situation.

Please see a listing of some of our services below.  Contact us at (509)956-3104 if you have any questions about our firm or the range of financial products and services we provide.

Retirement planning

  • Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax management

  • Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate planning

  • Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk management

  • Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

Education funding

  • Recommending investment and accumulation strategies to help you pay for your children's education.

Investment Planning

  • Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you address and exceed your goals.
Compass Financial Services does not provide individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.