Our mission is to counsel individuals, families and business owners define and pursue their financial, retirement and quality of life goals while protecting and enhancing milestones already reached.

Financial Compass Group, LLC is an organization founded by three independent financial advisors each with unique skills, personality and insight formed from a highly successful collaboration of legal, accounting and insurance professionals.  The firm’s founders: Jeffrey G. West, CFP®, MBA, Gerald Govatsos and Richard Shakter, JD, CLU, CFP®, AIF® collectively have over seventy years of experience in working with individuals and businesses.  The firm offers a full spectrum of financial planning* and insurance insight, including: retirement, estate and legacy planning strategies; retirement plan consulting; investment management*; life, disability and long-term care insurance; group fringe benefits and comprehensive business succession planning.