Compass Financial Planning

Comapss rose

Provides you with specific and individualized help to realize your life goals.

Is an advisory firm that does not work on commission nor sell financial products.

Simply assists you to find the right path to accomplish your goals and suggest cost-effective ways to succeed.

Is a Fee-Only investment advisory firm registered with the State of California.

Provides financial planning, retirement planning, and portfolio management for individuals and families.

If you are outside of California, please contact us to see if we can provide services in your state.

Memberships:

View Privacy Policy

Copyright 2014 by

 Compass Financial Planning

Email: Jim.heitman@myfinancialcompass.net

 Website by: Foundation Spark