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

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Jay D Jacobs

Jay D Jacobs

Private Wealth Advisor

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Ryan Hayes

Ryan Hayes

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
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Liz Alles

Liz Alles

Financial Advisor

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Team

Alice Hoover

Alice Hoover

Client Service Coordinator

Benjamin L. Franz

Benjamin L. Franz

Specialist

Hema Vyas, CFP

Hema Vyas, CFP

Financial Planning Coordinator

Shelly Spain

Shelly Spain

Client Service Manager