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 once again recognized as a top financial adviser for 2012, by Genworth Financial Investment Services. 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.

www.eldercarematters.com
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

IRA Eligibility

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

Federal Income Tax

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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

More Newsletters →