Retirement Planning

Your Retirement

Contact Compass Financial

You’ve probably spent a large amount of your adult life thinking about your retirement. With how high life expectancy has risen, you may end up spending around 30 years in retirement. Is your current strategy built to last that long? How much of your money is at risk in the event of a stock market downturn? If you ask us, safety and stability should be one of the cornerstones of your retirement strategy. That’s where we come in! Safety is one of our core values, along with simplicity and earning you a reasonable rate of return.** We have a personal approach to retirement planning: we can sit down with you and discuss your individual situation and needs. Let us get to know you, so we can determine what we think the best choices are for you. Reach out to Compass Financial today!

What is Retirement Planning?

Retirement planning is the process of determining how you will save, invest, and ultimately distribute your money in order to get by in retirement. It entails identifying your retirement income goals and how to achieve them. We will discuss your goals with you, examine your income sources, and determine if they’re enough to cover your expenses and goals. Additionally, we take an active approach to managing your assets in order to prevent risk. When it comes down to it, the most important part of financial retirement planning is preventing losses.

It's never too early to begin retirement planning.

In fact, the earlier you start thinking about it, the better. Reach out to us today to get started.

Get Started Today
financial advisor meeting with couple to discuss retirement planning

Learn More

Get in contact with us and reserve a spot at an educational dinner seminar to learn more. These events are at no cost to you and come with a gourmet dinner, also no-cost.

Additionally, we will discuss a number of important topics related to retirement planning, such as the state of the stock market, changes in tax law, and the rising cost-of-living. Or, you could schedule a one-on-one meeting to talk with us directly. We have professionals on hand to discuss stock market investments, estate planning, and Medicare, as well as answer tax questions, and introduce you to retirement planning options you may not have even considered.

Attend A Seminar
Schedule A Meeting
Contact Info
  • 10761 S. Saginaw St Bldg. B Suite D
    Grand Blanc MI 48439
  • 122 Uptown, Suite #204
    Bay City MI 48708
What We Do
Grand Blanc Office
Bay City Office

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

Ryan Brummans, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Compass Financial Associates, LLCand Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Compass Financial Associates, LLC, MI License #118186, and Ryan Brummans, MI License #0636770.

By contacting Matthew J. Balsbaugh/Compass Financial Associates LLC. Ins. Lic. #0118186 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.