SETTING A COURSE FOR FINANCIAL SECURITY AND INDEPENDENCE REQUIRES
VISION, EXPERTISE, AND A WELL-DEFINED CUSTOMIZED PLAN.
Compass Financial Partners can help you set that course.
We provide clients sophisticated estate, business, investment planning, and
retirement/401(k) strategies that help them address their unique goals and objectives.
Your financial goals are as individual as you are. Are you planning for a comfortable retirement,
or trying to provide one for your employees? Saving for college? Securing the impact of
your legacy for the long-term welfare of loved ones or for charitable support? Regardless of your
objectives, we can help you craft a financial strategy and guide you through investment options.
Itís a customized financial strategy so that you can best pursue your personal and business goals.
3623 North Elm Street, Suite 201
Greensboro, NC 27455
Tel: 336-510-1550 Fax: 336-510-1553
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
Fee-based investment advisory services available only to residents of AL, AZ, CA, CO, FL, GA, ID, IL, MD, MT, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WI