A process made easy
From problem
To solution
Take a trip using our roadmap for success.
Your Problem
Sometimes you know what you need to address. Sometimes it's not so clear. Either way, we can confirm our scope of engagement and determine a proper course of action.
Our Observance
We take time to carefully examine your situation and need based on what you want to cover. Our experience helps uncover common issues so we can get to the root of your needs quickly.
Our Suggestions
Based on our conversations, we formulate recommendations using a suite of exceptional tools and input from experienced professionals.
Your Solutions
You're on the way! Feel good about the progress you're making.
Areas of practice
Where we help
Comprehensive planning or a la carte solutions.
Risk Management & Insurance
Let's focus on insurance:
Life, disability income, and long-term care.
Life, disability income, and long-term care.
Investment Management
Let's focus on investments.
Live life with financial confidence
Comprehensive Financial Planning
Take control of your complete financial world using our systematic approach to comprehensive planning. It's as simple as identifying goals and building the map to help achieve them.
What we cover:
What we cover:
Financial Position
Cash flow analysis, debt management, understanding your balance sheet.
Risk Management
Identifying appropriate insurances and mitigating common retirement risks.
Wealth Accumulation
Professional & cost-aware investment advice.
Tax Management
Understanding tax implications of your savings and earnings.
Retirement Planning
Let's make sure you're on track. Understanding accumulation and distribution strategies, Social Security, and healthcare.
Estate Planning
Helping to make sure your money will be used in the way you want after you're gone.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
Our locationWhere to find us
A local firm with a national footprint
Check the background of your financial professional on FINRA’s Brokercheck
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.
OSJ: Six PPG Place, Suite 600 Pittsburgh, PA 15222. 412-562-4411
Compass Rose Financial is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies.
Licensed to offer securities in: CO, DC, FL, GA, IN, MD, MA, MI, NJ, NY, NC, OH, PA, TX, VA, WV
Licensed to offer insurance in: DC, GA, MA, MD, MO, NJ, NY, OH, SC, TX, VA, VT
CRN202512-3448768