EMPOWERING INVESTORS TO HELP REALIZE THEIR POTENTIAL
RETIREMENT PLANS
We provide a full spectrum of consultative services for qualified retirement plans. Are you retired or thinking about retirement? We can also help you determine how to best receive your retirement benefits.
FINANCIAL PLANNING
Are you retired or thinking about retirement? We can help you with your retirement income strategies.
INVESTMENTS
We recognize the commitment and responsibility we undertake when providing investment advice. By listening closely to your needs, we deliver personalized investment services that correspond to your objectives. A wide range of investment objectives can be met through the use of various types of securities offered through Equitable Advisors (212-314-4600), member FINRA/SIPC.
Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
INSURANCE
Insurance is about risk. Risk is the exposure to the possibility of loss. Risk can be assumed, ignored or transferred to a risk bearer. Using our years of experience, we are able to recommend and implement appropriate strategies to help meet your personal and business needs and objectives.
EMPLOYEE BENEFITS
Our firm provides complete group insurance and advisory services. Our experienced professionals help our clients realize maximum value from their insurance plans through competitive design, aggressive negotiation and high-level employee communication. When it comes to managing client insurance costs, Financial Compass Group LLC considers plan design, employee cost sharing strategies and alternative funding arrangements. With decades of experience designing fringe benefit plans, we have forged strong alliances with the group insurance community. We know where to go to meet our clients needs.
OTHER SERVICES
Charitable Planning, Personal Cashflow Planning, College Funding, Family Office Services, Multigenerational and Estate Planning
Of course, it doesn't end here.
We are committed to continually developing better ways to serve you.