Retirement Planning

Portfolio Management

Retirement planning is the process of setting goals and taking the necessary steps to ensure a comfortable and secure future. We understand that every individual has unique needs and aspirations, which is why we will guide you through the complexities of retirement planning, helping you make informed decisions and achieve financial independence.

Portfolio management is a crucial aspect of retirement planning. We specialize in the strategic process of overseeing your investments to achieve your financial goals. It involves diversifying your investments across different asset classes to manage risk and maximize returns, as we strive to put you on a path toward a secure and prosperous retirement.

Risk Management

We can help you navigate the unpredictable waters of the financial market, as we seek to ensure that your retirement savings are protected from unforeseen risks. With a personalized approach, we tailor our strategies to your unique goals and risk tolerance, giving you peace of mind as you plan for the future.

Tax Planning

Estate Planning

From reviewing your current tax situation to identifying potential deductions and credits, our team of experienced financial advisors will work closely with you to develop a personalized tax plan that aligns with your retirement goals.

Estate planning is about more than just your assets - it's about protecting and providing for your loved ones. By creating a comprehensive estate plan, you can ensure that your wishes are carried out and your family is taken care of when you're no longer able to. From designating guardians for your children to seeking opportunities to reduce estate taxes, our team will guide you through the process, giving you peace of mind knowing that your loved ones will be well taken care of.

Disclosure Statement:

Investment advisory services provided by Compass Coaching and Consulting, LLC d/b/a

Integrity Financial Services. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, tax bracket, and overall objectives. Client outcomes can and will vary, and there can be no guarantee that previous client satisfaction or results will be replicated in the future. The adviser is neither a law firm nor an accounting firm. Clients and prospective clients should consult an attorney or tax professional regarding their specific legal or tax

situation. Past performance does not guarantee future results. All investing comes with

risk, including risk of loss.