COMPASS CAPITAL MANAGEMENT
A REGISTERED INVESTMENT ADVISOR

CONNECT

Address:

Two Pomperaug Office Park, Suite 301
Southbury, CT 06488

Phone:

203-264-8282

Fax/Other:

203-264-1718

Our Services

 

FINANCIAL PLANNING & INVESTMENT ADVICE



RETIREMENT PRODUCTS AND SERVICES  


403(b) Deferred Compensation
I.R.A. Roth, Traditional & S.E.P.
Profit Sharing & Money Purchase
401(k) Deferred Compensation
457 Deferred Compensation
Non-Qualified Tax Deferred Annuities
Teacher Retirement Counseling (state pension calculation)
Comprehensive Retirement Planning
Long-Term Care Planning (Partnership Certified)
Estate Planning*


STATE TEACHER RETIREMENT CONSULTING

If you are planning to retire this year, please call and request our State Teacher Retirement Services Brochure for your review. We have assisted thousands of educators over the years, assisting with the completion of state forms, including purchasing prior years of service and survivor options.

 


 

 INVESTMENT PRODUCTS AND SERVICES


Mutual Funds & Money Market Funds
Variable Annuities
Fixed Annuities
Tax-Managed or Tax-Efficient Investments
Tax Deferred Investments
College Savings Accounts (Section 529)
Brokerage & Fee Based Advisory Accounts*

 * Kestra Investment Services does not provide tax or legal advice.  Please consult with your tax/legal professional before making any decisions. Please note that all investments are subject to market and other risk factors, which could result in loss of principal.


 CLIENT SERVICE PROGRAMS



Financial Ink Newsletter: is mailed to our clients and friends on a quarterly basis. Every issue is filled with ideas on how you can attain your personal financial goals. You can learn how to choose appropriate investments, reduce your taxes, and plan for your retirement.

Portfolio Review: is mailed on a quarterly basis for all (Advisory/Fiduciary Standard accounts) providing clients with an in-depth review of his or her individual holdings. We report your portoflio performance net of fees.

Increase Your Tax Savings Letter: is mailed to all employees of educational institutions who are participating in 403(b) deferred compensation agreements. This letter is mailed twice a year, encouraging participants to increase their pre-tax savings, following the time-tested financial strategy of “pay yourself first.” This letter is also used to keep participants informed of any tax law changes affecting elective limits.

Estate Planning & C.P.A. Referral Source: through our extensive network of legal and accounting professionals, we have compiled a list of recognized attorneys-estate planning and elder law as well as C.P.A. firms throughout-New York and Connecticut. These referrals are granted upon request.

Annual In-Person Review: is provided to all clients who require a one-on-one meeting, based upon any potential lifestyle changes (i.e. retirement, change in employer, relocation or marital change). More frequent meetings are always encouraged and granted upon request.


 

  

WHERE EDUCATORS PLACE THEIR TRUST

 

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Check the background of this financial professional on FINRA's BrokerCheck