Compass Wealth Management, LLC

More Info

General Info

Compass Wealth Management, LLC. is an independent wealth management firm, established in 1982. Separately, the advisors offer securities through Gĕneos Wealth Management, Inc., a registered broker-dealer. We are members of a national insurance network that allows us to provide risk management services that can be vital to the financial security of our clients. We have been assisting individuals, professionals and business owners for over 25 years in all areas of personal financial planning and investment advisory services, including those areas of retirement planning, wealth accumulation and preservation, risk management, estate planning, business succession and charitable giving. We have developed a substantial base of long-term client relationships with individuals and corporations who rely on us to assist them with their financial decisions which have a direct or indirect impact on their financial well being as well as those they value. We strive to provide you with the personal touch and understanding you would expect from your professional investment advisor. Our practice has been built by working together with clients to determine their needs and provide a personal financial planning foundation that responds to their particular situation. The planning process is flexible to adjust to changes that affect their lives. If you are looking for help to navigate the complex financial market to preserve or increase your assets, we welcome the opportunity to introduce our services to you and invite you make an appointment to see us personally so we can become better acquainted with you and your individual needs.

Services/Products

FINANCIAL PLANNING: * Goal Setting * Risk Management Planning * Investment Planning * Wealth Management * Retirement Planning * Estate Planning * Business Succession * Education Funding * IRA Rollovers INVESTMENTS: * Stocks * Bonds * Government Securities * Treasury Bills * Treasury Notes - Mutual Funds - Asset Management * IRAs (Traditional, Simple, Roth, & SEP) * IRA Rollovers * Variable Annuities * Direct Investments - REITS - 529 College Plans - Individual 401(k) RISK MANAGEMENT: Life Insurance - Disability - Equity Indexed Annuities - * Long Term Care Insurance * Health Insurance (Individual or Short-term) * Medical Savings Accounts EMPLOYEE BENEFITS: * Health Insurance * Life Insurance * Flex Plans * Defined Benefit Plans * Benefit Statements - 403(b) * Executive Packages * 401 (k) * Disability Insurance * Defined Contribution Plans * Voluntary Benefits * Profit Sharing Plans. Securities and advisory services through Gĕneos Wealth Management, Inc., Member FINRA/SIPC

Payment method

cash

Neighborhoods

The Downtown Loop, Downtown Kansas City, Power and Light District

Accreditation

Certified Financial Planner(CFP )

Certified Financial Consultant (ChFC)

Certified Employee Benefit Specialist (CEBS)

Certified Life Underwriter (CLU)

Other Link

http://www.compass-wm.com

Categories

Financial Planners, Accountants-Certified Public, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services

Reviews

Details

Phone: (816) 842-4455

Address: 1201 Walnut St Ste 400, Kansas City, MO 64106

Website: http://www.compass-wm.com