Taxes

• Charitable Giving
• Tax Services

Investment

• Investment Management
  En Compass Wealth Management, we focus on two key processes: financial planning and portfolio creation. While we are instrumental in implementing a highly disciplined, institutional-quality portfolio management process on behalf of our investor clientele, simply focusing on risk, return and correlation dynamics in a portfolio management process is not enough for success. There needs to be ongoing, long-term strategic guidance to navigate clients toward their goals.
• Wealth Management
  En Compass Wealth Management, LLC, is a comprehensive, stand-alone wealth management RIA positioned to pursue the following business development strategies: 1) individuals and families, 2) RIA successions, and 3) professional alliances.

Accounting

• Accounting Services

Planning

• Financial Planning
  To request a free financial planning resource kit from CFP Board, please click on the following link and complete the CFP Board's form.
• Retirement Planning
  A job change, career change, early retirement or normal retirement brings several considerations to the forefront, key among them being what to do with savings held in your employer-sponsored retirement plans. Today, multiple job and career changes are the norm, and for those who are disciplined and diligently saving for retirement throughout these transitions, it is not uncommon to hold retirement money in one or more plans with previous employers. It is not commonly known, however, that in addition to incurring fund-level expenses, you may be charged heavy fees on plan assets to cover plan administration. We feel this represents a misallocation of your financial resources, and the money would be more wisely deployed in hiring a comprehensive registered investment advisory firm that delivers much more robust asset management and meaningful ongoing guidance tailored to your needs. At en Compass, we will work with you to consolidate those retirement dollars and align your investments with your retirement strategy.
• Annuities
• Long Term Care
• Asset Management
• College Funding