Address: 24927 State Highway 39, PO Box 470, Shell Knob, MO 65747 Call: (417) 858-0540
Our Client Commitment, Serving with Integrity
Custom Strategies Built to Your Unique Wants & Needs
Almost 100% of our new clients at Retirement Compass state that they are looking for safe ways to protect, grow and withdraw or leave as legacy their retirement savings. Don’s motto has always been, "Not a penny of that money that you need or want during your retirement should be at risk."
If you choose to partner with us, you will find that we are unique in that we do not charge fees, we do not require a minimum amount of wealth that you must have to access our professional services, and the commissions we earn when you follow our recommendations do not diminish the value of your contracts.
Retirement Assets
Retirement income planning can be a complicated, intricate process. If you’re looking for a way to create a guaranteed income stream in retirement using your retirement assets, we can help you at Retirement Compass.
Retirement Income Strategies
When we look to the future, we all hope to live long and healthy lives. We help to provide a retirement income strategy, which incorporates insurance and annuity choices to create opportunities for long-term growth as well as guarantee income throughout your life.
Long Term Care
We can help you develop a plan to aid with the expenses of Long-Term Care should the need arise. We consider multiple ways to cover those needs.
Asset Protection
With the lack of stability in the market, we will provide strategies to include some income products to help diversify your retirement assets. We will show you a variety of vehicles that will help you meet your retirement income goals.
Tax Minimization Planning
We specialize in tax minimization planning and will help you find the best choices and procedures to reduce your taxes during and after you retire.
Life Insurance
We offer life insurance policies to fit your needs. Call Retirement Compass today to learn more about ways to protect your financial future for you and your family.
Attorney Referrals
We can refer you to a professional who can prepare wills, establish trusts, and provide other strategies to protect your assets and help to ensure your wishes are implemented.
Charitable Giving
We can guide you in making charitable gifts in ways that save income tax during your lifetime as well as for your heirs.