Products & Services

North Compass Financial Advisors, LLC, can provide assistance in the following areas:

Investments

529 Plans*
Mutual Funds*
Variable Annuities*
Fixed Rate Annuities
Equity-Linked Annuities

Insurance

Life Insurance
Health Insurance
Disability Insurance
Long-Term Care Insurance
Business Overhead Insurance

Investment Advisory

Our Investment Advisory Services provide a specific strategy designed to meet your investment objectives, time horizon, and risk profile. We seek to manage risk through diversification by asset class and investment style. Our program provides access to top money management with continuous active management and daily monitoring of managers and portfolios. These Institutional Asset Allocation Programs are available for both individuals and corporations. Domestic and globally diversified portfolios are available.

We offer Tax-Controlled Portfolios for high-net worth investors who seek to minimize the impact of taxes or build around existing securities. Active and Passive Tax-Managed Portfolios are available for investors who seek to minimize taxes through the use of sophisticated active or passive management techniques.

Financial Planning · Retirement Planning · Estate Planning
· Charitable Giving Planning · Long Term Care Planning · Asset Protection

Financial independence is "on purpose". The financial planning process helps you identify and clarify your financial goals based upon your values. It also provides a sound basis for determining which investment and risk-management programs are appropriate for your needs.

We provide financial planning services for individuals and families.We will work with your tax advisor and attorney or identify professionals who can assist you in meeting your financial goals.

Qualified Plans for Businesses

Profit Sharing and 401(k) Plans have emerged as a key component of financial security for the American worker in the 21^st century. We work with top-tier Qualified Plan Sponsors to offer businesses comprehensive plans to provide cost-effective solutions with the latest plan features employees and employers prefer. Smaller businesses can benefit from plans such as SIMPLE IRA plans.

If you have any questions concerning our services, please email or call us.