Services
Individuals & Families
At EJ Compass Strategies, we believe that financial assets represent more than just numbers on paper—they are the foundation for your family’s security, your ability to manage unexpected challenges, achieve milestones like buying a home or funding a college education, and ultimately retire in comfort.
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We partner with you to develop a holistic financial strategy tailored to your unique needs—both current and future. By carefully evaluating every option before making recommendations, we identify the most cost-effective ways to build and protect your wealth while preparing your family for the unknowns.​
Home Buying
​Purchasing a home is one of the most significant financial decisions of your life. We’re here to ensure the process is as smooth and informed as possible.
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Purchasing a home is one of the most significant financial decisions of your life. We’re here to ensure the process is as smooth and informed as possible.
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Gain critical insights to make wise choices during your home-buying journey.
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Understand what to do, what to avoid, and who to consult at each stage.
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Work with our financial advisors to ensure your investment aligns with your long-term financial goals.
Higher Education
Planning for your child’s education doesn’t have to feel overwhelming. With careful planning and smart strategies, it can be both manageable and impactful.
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Learn how to save for education without straining your monthly budget.
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Explore creative financial mechanisms, including estate planning, that grandparents can use to support future generations' education.
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Maximize savings with techniques similar to those used for retirement planning.
Insurance Services
Having the right insurance coverage is essential to protecting your family’s future. EJ Compass Strategies offers a comprehensive review of your current policies to ensure you’re adequately covered.
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Life Insurance: Protect your loved ones financially.
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Health Insurance: Ensure access to quality care.
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Long-Term Care Insurance: Plan for future healthcare needs.
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Disability Insurance: Protect your income against unexpected events.
Retirement Planning
A well-constructed retirement plan is the cornerstone of financial peace of mind. At EJ Compass Strategies, we help you design an affordable, manageable plan that ensures your financial success when it’s time to retire.
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Our services include:
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Traditional and Roth IRAs
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Wills and trusts, including revocable living trusts
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Investment advice and portfolio management resources
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Annuities and insurance services
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Real estate asset management
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College savings plans
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Family partnerships and charitable donation planning
