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Retirement  Your retirement may seem far off at times, but getting started early lets your retirement funds grow and compound over time, preferably on a tax favored basis.

It’s important to know the age at which you want to retire and to have a plan that gets you there. We’ll work with you to design a strategic plan tailored to your retirement vision. The first step is for us to ask questions like these:

How well do you handle money?

Do you have specific goals that you would like to achieve in your lifetime?

What type of retirement do you envision?

If you’re a business owner, do you have an exit plan in place for your company?

Do you make financial decisions by yourself or with someone else?

After we gather answers to these
and other questions, we can:

Evaluate your financial picture

Create a prioritized checklist of
important issues to address

Produce a financial plan

Set a plan of action

Implement the plan

Follow up annually

Do you feel confident that you’ll have enough future income?

How much risk are you comfortable with to reach your goals?

Do you have a history of making successful financial decisions?

Are you happy with your overall financial situation?

If you have children, will providing a college education be a concern?

Our clients consistently express

satisfaction in being able to adopt a plan that addresses their needs. The biggest obstacle many clients face is getting started.

Our initial consultation costs nothing – it is our chance to get acquainted
with your goals and concerns and to make sure we’re a good fit. We also want to make sure that the plan you choose will move you closer to your dreams.

 
For more information or to speak with a representative, call 1-800-510-8463 or email now
 
 

Licensed to offer individual and group products including life, health, disability, annuities and long-term care in New Hampshire, Vermont and Massachusetts. Securities offered through The O..N.  Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory services offered through O.N. Investment Management Company. For a prospectus please contact your financial advisor. Please read the prospectus carefully before you invest or send money. Investors should consider the investment objectives, strategies, risk factors, charges and expenses. The prospectus contains this and other information.

 

Compass Financial Group is a BBB Accredited Financial Service in Harrisville, NH