At Compass Capital Management we provide objective customized solutions to assist individuals, professionals and business owners in reaching their financial goals.

We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives.


Products & Services

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Business Services
Estate Planning
Individual Financial Services
Investment Services Protection Planning
Retirement Services

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Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

Heir-Tight Estate Conservation

An incentive trust can help reinforce the lessons you taught your children during your life.

Sorting Long-Term-Care Myth from Fact

What you think you know about long-term care might actually be based on myths and half-truths that could lead you to make poor decisions about the type of care that you may need.

Are the Times A-Changin'?

As the election year rolls along, Americans are facing an uncertain future and an election that could be the harbinger of great change.

More Newsletters →

Market Watch

August 20, 2008 @ 03:59 AM

Dow Jones Industrials 11,348.55- 130.84
Dow Jones Transportation 4,984.38- 110.57
Dow Jones Utilities 470.53+ 1.49
Nasdaq Composite 2,384.36- 32.62
Nasdaq 100 1,908.68- 24.02
S&P 500 1,266.69- 11.91
S&P Mid-Cap 400 803- 8.08
S&P Small-Cap 600 383.52- 6.28
Russell 2000 730.03- 11.94
NYSE Composite 8,212.47- 69.39
AMEX Composite 2,039.37+ 1.91
10 Year Treasury Note 3.84+ 0.03
Wilshire 5000 12,950.26- 127.91

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