Compass Pointe Financial

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Financial Services, Annuities & Retirement Insurance Plans, Bookkeeping

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25 Years

in Business

(918) 336-1934Visit WebsiteMap & Directions3654 Camelot Dr Ste BBartlesville, OK 74006 Write a Review

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Extra Phones: Phone: (918) 336-7399
AKA: Compass Pointe Financial LLC
Other Link: http://www.cpfguide.com
Categories: Financial Services, Annuities & Retirement Insurance Plans, Bookkeeping, Financial Planners, Financial Planning Consultants, Insurance, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services, Stock & Bond Brokers

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Phone: (918) 336-1934

Address: 3654 Camelot Dr Ste B, Bartlesville, OK 74006

Website: http://www.cpfguide.com

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Compass Pointe Financial

Tax Planning
Tax Planning: We believe that tax planning is an essential part of every plan. In our collaboration with qualified accounting professionals, we consider the tax ramifications of all investment decisions in order to maximize the benefits for our clients and legitimately minimize their tax exposure.
Estate Taxes

Investment Management
Investment Management: We believe in a long-term investment strategy—one that helps minimize risk while maximizing return potential. We accomplish this by developing balanced portfolios that are fully diversified among stocks, bonds and cash equivalents, and are consistent with the client’s investment objectives, risk tolerance and time horizon. We feel that it is imperative to remain focused on long-term goals and objectives, even during periods of short-term volatility. Based on our experience, investment success requires discipline, patience and a long-term perspective.
Bonds

Accounting Services
Cash Flow Analysis
Cash Flow: We include a detailed retirement cash flow analysis in every plan to help ensure that our clients will have the appropriate level of liquidity to satisfy current and future income requirements.

Financial Planning
Retirement Planning
Defining what “retirement” means to you and helping you maintain your lifestyle when you retire is important to us. We have the tools to help get you where you need to be.
Annuities
Benjamin, an Oklahoma native, currently resides in Tulsa with his wife and 3 children. He returned to Tulsa after receiving his Master's degree in Electrical and Computer Engineering from the University of Oklahoma. Ben prioritizes his life with God, his family, and his career and this is how he spends the majority of his time. Analytical in nature, he discovered his skills had something to offer to the financial industry. In 2006, he joined the family business at Compass Pointe Financial. Holding the Series 7 and Series 66 registrations, as well as Life, Health and Annuities, Benjamin is able to help clients through a comprehensive analytical needs based approach, providing flexible retirement and wealth accumulation plans. He believes the key to financial success is a firm understanding of the fundamentals, open communication with clients, and a team approach to holistic goal oriented strategies
College Funding
Asset Protection
Asset Protection: We believe that risk management is the foundation of all successful planning and is essential to our comprehensive planning philosophy. While an investment plan is, no doubt, important, no amount of investing can offer the security and protection of a properly implemented risk management strategy.

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