OUR SOLUTIONS

WE ARE SPECIALISTS

Compass Income is a financial services practice that focuses on the needs of those who are retired, and those close to retirement. Our objective is to provide you with a financial plan that gives you peace of mind in order that you may enjoy your retirement more fully.

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IRA

A Roth IRA is an individual retirement account (IRA) in the United States. A Roth IRA can invest in securities.

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Your Estate

Estate planning is concerned with the use, conservation and disposition of a person’s property and wealth.

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Probate

The process of transferring ownership from a decedent to whomever the new owner is.

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Life insurance

Life insurance provides a tax free cash death benefit to your beneficiary upon your death to help meet a variety of financial needs.

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Annuities

An annuity is a contract that can make payments to you at regular intervals based on premiums that you pay for the contract.

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success stories

“The team of financial consultants at Compass Income are professional, courteous and knowledge. They answered all of the questions my wife & I had about our retirement and helped us set up a plan that would secure our income to come.”

Michael P

Atlanta, GA