Wealth ACCUMULATION, PROTECTION,

and DISTRIBUTION strategies

for people who want to...

Wealth ACCUMULATION, PROTECTION,

and DISTRIBUTION strategies

for people who want to...

Live Long. Live Well. Never Run Out.

Live Long. Live Well. Never Run Out.

The greatest return on investment is a long, healthy, functional life —

and you shouldn’t have to fear running out of money to live it fully.

Wealth ACCUMULATION, PROTECTION,

and DISTRIBUTION strategies

for people who want to...

Wealth ACCUMULATION, PROTECTION,

and DISTRIBUTION strategies

for people who want to...

Live Long. Live Well. Never Run Out.

Live Long. Live Well. Never Run Out.

The greatest return on investment is a long, healthy, meaningful life — and you shouldn’t have to fear running out of money to live it fully.

The greatest return on investment is a long, healthy, functional life —

and you shouldn’t have to fear running out of money to live it fully.

There is a REAL dichotomy

in traditional retirement planning...

There is

a REAL dichotomy

in traditional retirement planning.

...almost an incentive to not want to live long

in order to ensure income and assets will last for a lifetime.

...almost an incentive

to not want to live long

in order to ensure income and assets

will last for a lifetime.

This leads to uncertainty.

Are you...

Are you...

Unsure if savings will last a lifetime?

Wondering how to take income during fluctuating markets?

Trying to keep your portfolio ahead of inflation?

Lacking a crystal ball to know how long you'll live?

Worried about health and healthcare costs as a result

in health decline?

Feeling overwhelmed by financial strategies?

We want to work with people who are motivated to live long highly functional lives and not worry about income stopping or assets depleting.

Don’t Risk Financial Instability in Retirement

It's time to align your financial wealth with your physical health.

Create CERTAINTY in your plan, not just high probabilities.

Protect your most valuable assets: You're earning power & Your Nest Egg.

Optimize Health for Highly functional and enjoyable retirement.

Our Services

Here’s how we help you accumulate,

Strategic Retirement Planning

Comprehensive and personalized planning to execution

401(k) Plans

Align strategies with your business goals.

IRA & Roth IRA Rollovers

Create control and simplicity after changing jobs

Private Pension Strategies & Tools

Yes, you can create your own pension!

Deferred Annuities

Accumulate wealth in protected manner.

Immediate Annuities

Create income streams that last specified durations.

Term Life Insurance

Cover specific needs, typically debt like a mortgage that will be paid off at a later time.

High Cash Value Life Insurance

Accumulate tax advantaged and market protected cash

We Understand Your Challenges and We're Here to Help

We Understand Your Challenges and Are Here to Help

With over 19 years in finance and health expertise, we’ve got you covered. Our dedicated, professional team will be with you every step of the way.

19 Years of Financial Advisory Experience

Ernie provided me with clarity and confidence for my retirement. This is the most authentic process I've ever been part of in financial planning. And it clears up the elephant in the room and has me motivated to live long because I have the confidence in my retirement income continuing as long as I live"

-Kathy M.

Ernie provided me with clarity and confidence for my retirement. This is the most authentic process I've ever been part of in financial planning. And it clears up the elephant in the room and has me motivated to live long because I have the confidence in my retirement income continuing as long as I live"

-Kathy M.

Ink Media is Built To Serve!

LOCAL BUSINESS

Draw in clients looking to rejuvenate, enhance and invest in their self-care. Increase your clientele with individuals eager for aesthetic and wellness treatments.

FITNESS & WELLNESS

Attract people ready to improve their health and wellness. Bring more members to your gym who are eager for change and growth.

FINANCIAL FIRMS

Attract clients seeking to secure their financial future. Actively searching for expert advice on financial, accounting, insurance, and investment strategies.

DENTISTS

Attract clients who prioritize their dental health and are actively seeking expert care.

ECOMMERCE GROWTH

PAID ADS

We create targeted strategies to attract new customers and bring more buyers to your website through effective advertising.

CONTENT CREATION

We craft top-notch, attention-grabbing content designed to boost conversions for your brand.

CRO

Maximize your website's success by understanding your audience, improving their experience, tracking progress, and testing different approaches to increase sales.

3 Simple Steps to Secure Your Future

Let us guide you towards a healthier and financially certain retirement.

Schedule a Call

Discuss your goals and challenges

directly with us.

Create Your Customized Plan

Develop actionable steps for lasting financial security and longevity in health.

Enjoy Ongoing Support

Receive ongoing guidance, support, and accountability.

Personalized Strategy

Unlike one-size-fits-all solutions, we believe in the power of a personalized strategy. As your partners, we are here to understand you and your business. We focus on your unique services and the transformative experiences they offer. We create marketing campaigns that speak directly to the needs and aspirations of your clients.

Personalized Strategy

Our commitment to your success is reflected in our investment in cutting-edge technology and analytics. The comprehensive dashboard provided within our CRM platform allows us to monitor key metrics like ROI, cost per lead, and conversion rates in real time. This not only ensures transparency but also enables us to make informed decisions that drive your business forward.

Data-Driven Decisions

Our commitment to your success is reflected in our investment in cutting-edge technology and analytics. The comprehensive dashboard provided within our CRM platform allows us to monitor key metrics like ROI, cost per lead, and conversion rates in real time. This not only ensures transparency but also enables us to make informed decisions that drive your business forward.

Collaboration & Compliance

We believe in the power of collaboration. Regular meetings and feedback sessions ensure our strategies align with your evolving business needs. Furthermore, our expertise in ad compliance safeguards your reputation, ensuring your marketing efforts are effective and responsible.

Our Solutions

Our

Solutions

401 (k) Plans

Employer Sponsored Plans:

- 401(k)

- SEP

- SIMPLE IRA

Fully transparent and compliant plans.

Keep plan fees as low as possible, maintain a fully compliant plan, and have an educated workforce who appreciates the retirement tools you provide to them .

Retirement Plan Strategies

Accumulation of retirement assets

Protection of retirement assets

Distribution of retirement assets

IRA and Roth IRA Rollovers

Reduce fees and improve performance

Private Pension Strategies

Ever wonder why teachers and government workers are so happy in retirement?

It's because they have a pension... and a nest egg.

Imagine you're a teacher and you're having lunch with someone...

You have a pension you're about to turn on and you have a few hundred thousand saved in your retirement account.

He suggests that you trade your $80,000 a year pension (which increases with inflation) for $1,000,000 lump sum and put it in the market...

...and he will diversify it and help you figure out distributions and when to take income due to market fluctuations, etc...

What would you say?

What about if he said he'd give you $1,500,000?

What would be the certainty you would never run out of income?

The answer is, even with the $1,500,000 - pulling $80,000 a year out does not guarantee you won't run out of money.

It's possible you have more, but no guarantees on either side.

That $80,000 a year is going to be really hard to part with, wouldn't it?

Deferred Annuities

- MYGAs - (Multi Year Guaranteed Annuities)

- Indexed Annuities - Follows indexes, protect against market loss

Rates available here

Immediate Annuities

SPIA - Single Premium Income Annuity - Provides Income now

Term Life Insurance

Term Lengths:

Annual Renewable - price increases each year

5-Year Term - Price remains level for 5 year increments

10-Year Term - Price remains level for 10 year increments

20-Year Term - Price remains level for 20 year increments

30-Year Term - Price remains level for 30 year increments

High Cash Value Life Insurance

We engineer our Cash Value Plans to take advantage of cash value accumulation while minimizing the face amount. We keep this within the IRS rules to maintain favorable tax treatment and access to cash.

A Clear Financial Picture Shouldn’t Be a Challenge

We’re here to chart your financial path.


You can have the best retirement plan... a fully optimized portfolio... but, if yourt health is failing nothing else matters.

Our approach is all about tying your financial future to your fully functional future so that you can enjoy life.

Chart your future.

The greatest return on investment is a long, healthy, meaningful life — and you shouldn’t have to fear running out of money to live it fully.

At Compass Financial Strategies, LLC

we believe the best retirement strategy doesn’t just help you survive retirement — it helps you thrive through it..

Chart your future.

The greatest return on investment is a long, healthy, meaningful life — and you shouldn’t have to fear running out of money to live it fully.

At Compass Financial Strategies, LLC

we believe the best retirement strategy doesn’t just help you survive retirement — it helps you thrive through it..

© COMPASS FINANCIAL STRATEGIES, LLC 2024

DISCLAIMER:

We believe in transparency and honesty. At Compass Financial Strategies, LLC, we've made every effort to provide accurate information. However, we cannot guarantee specific results, as success depends on your background, experience, and dedication. Like any business, growth requires consistent effort and action. If you're not ready for that commitment, our programs may not be the right fit for you.This site is not affiliated with Facebook™. By using our services, you agree to our use of cookies, as outlined in our Privacy Policy. Copyright 2024 Compass Financial Strategies, LLC. Contact: ernie@compassfinancialstrategies.com