Compass Wealth Llc

Helping you navigate your path to financial success!

"Helping you to achieve your financial objectives is my commitment to you. I am dedicated to this aim in providing outstanding services. As your go-to financial coordinator, you can rest easy that the details are being handled and you receive a high level of service. Solutions for you can be fully customized and integrated to include advice on risk management, investments, taxes and planning."   Rob Chapman, CPA, PFS, CMA

 

 

What's New At Compass Wealth, LLC...

Rob Chapman was quoted the Fox News Article on May 14, 2012, Five Signs It's Time to Ditch Your Financial Advisor.

Rob Chapman was once again recognized as a top financial adviser for 2014, by Cetera Financial Specialists LLC. He has maintained this distinction every year since 2005. 

Rob Chapman was named as one of the 50 Most Experienced Independent  Financial Advisors by BusinessWeek Magazine and the Paladin Registry.

 We hope your visit to our web site will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of planning and financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. Our comprehensive approach to your overall financial situation serves as an important feature in providing our clients with the information necessary to make financial decisions.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the financial area.

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Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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Options for Retirement Living

Some considerations when deciding where to live in retirement, be it staying in the same community or moving.

File and Suspend: A Flexible Social Security Strategy

Understanding Social Security claiming strategies, such as “file and suspend,” may help increase lifetime benefits.

HOT TOPIC: Jobs Are Back, But Is It Too Soon to Celebrate?

Understanding the current jobs situation and how it may affect the economy in the coming months.

Health-Care Update

Information about the Affordable Care Act’s employer mandate for small businesses, including tax credits and SHOP.

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