Just like any relationship, your connection with a financial planning professional should be based on trust. Here are some good questions to ask when you’re getting to know a potential new financial advisor!
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Compass Financial's Top 10 Questions to Ask a Financial Advisor
Our FREE Understanding Medicare & Your Options virtual event is less than one week away! Compass Financial advisors will be covering all things Medicare with Cathy Mears of Group Benefits, Ltd. Don’t miss out — register now on our website.
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Understanding Medicare & Your Options
If fear of the unknown has prevented you from meeting with a financial advisor or a Certified Financial Planner®, we’d like to put your mind at ease and answer your questions. Here’s exactly what you can expect from your first hourly financial planning meeting.
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Your First Hourly Financial Planning Meeting: What to Expect
Compass Owner & Advisor, Caleb Pearson, is going Live today to give an update on the state of the economy.
Remember how 2020 was supposed to be the year of “perfect vision”? Pretty sure no one saw all of this coming. As financial advisors, we get lots of questions about how to plan for the unexpected. We’re sharing our thoughts on where to get started so the next time “life happens”, you’ll be prepared to make educated financial decisions.
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Perfect Vision: How to be ready for a year like 2020
Our Financial Advisors meet every week to discuss the latest economic and financial trends so they can provide clients with helpful and relevant advice. If you have questions about recent economic changes, schedule a free consultation with a member of the Compass Financial team.
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Contact Us | Compass Financial Services
As you’re nearing retirement, the big question on your mind may be: Will I be able to live the life I want when I retire? If you can relate, reach out to the Compass Financial team. We are ready to listen to your concerns and help you prepare for a future you can be confident in.
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Our Financial Services in Des Moines | Compass Financial Services
THU, OCT 29 AT 12:00 PM CDT
Economic Town Hall 2.0
Compass Advisors, Guy Leman & Justin Van Houten, are digging into what the Covid-19 Pandemic means for the future of your financial planning and how it has impacted financial planning for emergencies.
As November approaches, you may find that it’s getting harder to cut through the noise. Watch our newest video series to hear valuable insights about financial markets and economic projections for the coming months.
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Economic Projections and Personal Financial Planning Video Series
The financial decisions that you make in your 30s can have a tremendous impact on the rest of your life. It’s the time to start building wealth to meet life’s growing demands. Compass Advisors are answering four financial questions that may come up as you navigate your 30s.
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Managing Money In Your 30s: how to take the next step
The Compass Financial Services team participated in Iowa Healthiest State Initiative's 10th Annual Walk yesterday! It was a beautiful day to connect with each other while moving our bodies for 30 minutes. 🌞
Not only does walking for even just 30 minutes a day improve your health, it boosts your mood too!
#TeamUpFor10
From taxes and insurance to investments and retirement, there are many facets to your financial picture. If you have questions about any area, schedule a free consultation with one of our Certified Financial Planners®. We’re here to listen to your questions and offer our advice and guidance.
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Hourly Financial Planning | Compass Financial
While we do provide financial advice as advisors at Compass Financial, our biggest goal is to listen. Only after patiently listening and learning about your financial situation can we provide thoughtful, personalized insights to help you work toward your goals. Learn more about why listening is so important to us.
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Why Choose Us | Compass Financial Services
In today's Economic Town Hall 2.0, Compass Financial Advisors discuss the economy, the upcoming election, and everything in between! If you have any questions, please reach out to your financial advisor or send us a message: https://www.compassiowa.com/connect
It’s not too late to register for tomorrow’s virtual Town Hall event all about economic updates and financial market insights. Join us for a discussion and Q & A session. Register on our website!
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Economic Town Hall 2.0 [Virtual]
Every financial professional has opinions and insights about economic recovery as we approach the end of 2020. We put together a video series to help you navigate information about financial markets and, most importantly, figure out how the state of the economy may influence your personal financial plan.
COMPASSIOWA.COM
Economic Projections and Personal Financial Planning Video Series
Our FREE virtual Economy and Financial Markets Town Hall event is just 3 days away! Sign up now and send in your questions for the Q & A session. Once you complete your registration, you’ll receive the Zoom link the morning of October 29th.
THU, OCT 29
Economic Town Hall 2.0
Compass Advisor & owner, Guy Leman, shares how politics, specifically the recent Georgia Senate Runoff, can affect the financial markets.
Many people set financial goals as resolutions for the new year. Learn more about how Compass Financial can help you make a plan to save more, reduce debt or create a budget in the new year.
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Our Financial Services in Des Moines | Compass Financial Services
Thank you to everyone who dropped off non-perishable food items for the Urbandale Food Pantry. So far we have been able to donate 442lbs of food! We are still accepting donations through December 31st. Stop by for contact-free drop off in the box in our entryway! Thank you!
Wishing you & yours a very Happy Holiday!
Please keep in mind our updated holiday hours.
Winter is coming. For some of us, that means the winter blues. This year, Compass Advisor Caleb Pearson is sharing 5 ways he plans to be proactive in keeping his spirits high and remaining intentional with his time and energy.
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Winter is Coming: 5 of the best ways to keep your spirits high
THANK YOU to all our clients who joined us for our Holiday Drive-Thru event last night! Nights like this serve as a great reminder of gratitude. We are grateful for your trust in our team, and we are grateful for each of you.
Happy Holidays! 🌲☕⛄🦃
Compass Advisor & Owner, Caleb Pearson, is welcoming our spring intern, Alan Hulstein, today! We are excited to have him with us this spring. Be sure to give him a warm welcome!
As we continue to deal with the pandemic and a still uncertain future, we have taken some time for reflection. Check out the six money lessons we've learned this year and some steps you can take to secure your finances, calm anxiety, and restore peace of mind. What have you learned over the past year?
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Lessons Learned: six money matters I learned during the pandemic
Deadline Extended! You now have an extra month (& couple of days) to file your Federal Tax Return. In an effort to take some pressure off Americans dealing with the pandemic, the IRS extended the deadline for Federal (not State) tax returns to May 17th, 2021.
In related news, if you received unemployment benefits in 2020, the first $10,200 of unemployment income is now tax free thanks to The American Rescue Plan passed by President Biden earlier this month. If you already filed your 2020 taxes, the IRS recommends that you wait to amend your 2020 Tax Return until they issue further guidance. If you have questions, drop us a line: https://www.compassiowa.com/connect
When Guy Leman, now an Employee-Owner and Certified Financial Planner®, joined the Compass team 8 years ago, he had some misconceptions about the industry. Join him as he opens up in our recent blog about the truths he's learned over the years and how that has shaped the way he approaches his work as a financial advisor.
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Confessions of a Financial Advisor: five truths I've learned over the years
In honor of Girl Scout Week & Girl Scouts' Birthday today, the Compass Team ordered our favorite cookies from our local Girl Scout, Evie. What is your favorite Girl Scout Cookie??
Girl Scouts' birthday, which is March 12th, commemorates the day in 1912 when the first 18 girl members were registered in Savannah, Georgia. 💚
There is still time to get your Girl Scout cookies and support young women. Find Cookies near you via the Girl Scout Cookie Finder App or online at: https://www.girlscoutsiowa.org/en/cookies/find-cookies.html
March is Women's History Month! Compass Advisor, Michele Bjorkgren, works with a lot of women, specifically women in transition. She has a passion for educating and helping women find confidence in their financial decision making. Today she is sharing how women have a unique viewpoint on retirement and how that affects their decisions when it comes to investing and planning for the future.
