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Financial Compass Group, LLC

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.
 

Newsletters

TIPS for Inflation Protection

Treasury Inflation-Protected Securities could help provide a hedge against future inflation.

Entrepreneurs Get Back in the Game

Start-up activity rose to a 14-year high in 2012; some first steps for turning an idea into a profitable business.

Reading into the Federal Reserve’s Beige Book

A look at how the FOMC compiles the Beige Book and some of the useful information that can be found in it.

Looking Back, Looking Forward

Various indicators (leading, coincident, and lagging) may be helpful to better understand economic trends.

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Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

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