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Business Services

Navigating Your Unique Financial Needs

Compass Capital Management offers a range of products, solutions, and consulting services to help business owners navigate the unique challenges of their finances. We’re here to help you with your financial life so you can focus more on what matters to you: running your business.

Buy-Sell Agreements

We can help guide you through the intricacies of structuring buy-sell agreements that protect your business interests, providing clarity and the foundations for a seamless transition in the event of unforeseen circumstances.

Executive Compensation

Our experts collaborate with you to design competitive and strategic executive compensation packages, helping you attract and retain top talent in key roles to help ensure the long-term success of your business.

Retirement Plan Consulting

Our comprehensive retirement plan consulting can help you tailor strategies to meet the unique needs of your employees while also ensuring compliance and maximizing benefits for all stakeholders.

Succession Planning

We work closely with you to identify your transition goals and develop a step-by-step plan to make succession as smooth as possible. Our actionable steps help you preserve the legacy and stability of your business.

Tax Planning

Our tax-effective plans can help you minimize liabilities, identify opportunities for deductions, and enhance the overall tax efficiency of your financial plan, allowing you to reinvest in your business and fuel future growth.

Employee Benefits

We help business owners design and manage comprehensive benefits packages, including health insurance, retirement plans, and other perks tailored to meet the diverse needs of your workforce. 


*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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Our Approach

Our unbiased, team approach to financial planning helps you chart a course to the future you’ve envisioned.

Our Approach

Our Team

The Compass Capital Management team is excited to offer our knowledge and experience to every client.

Meet the Team

Contact Us

Reach out today to learn how Compass Capital Management can help you plan for the future you desire.

Contact Us Today