Compass Financial Group

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence.


Advisors

Mark Powers

Mark Powers

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mark Powers's website
Jay D Jacobs

Jay D Jacobs

CFP®, ChFC®

Private Wealth Advisor

Certified Kingdom Advisor
Visit Jay D Jacobs's website
Ryan Hayes

Ryan Hayes

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Ryan Hayes's website
Liz Alles

Liz Alles

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Liz Alles's website

Team

Alice Hoover

Alice Hoover

Client Service Coordinator

Benjamin L. Franz

Benjamin L. Franz

Investment Manager

Hema Vyas, CFP

Hema Vyas, CFP

Financial Planning Specialist

Shelly Spain

Shelly Spain

Client Service Manager

Mackenzie Schmidt

Mackenzie Schmidt

Marketing Manager

Karen Lively

Karen Lively

Paraplanner

Jennifer Fair

Jennifer Fair

Client Service Coordinator