COMPASS RETIREMENT ADVISORS LLC.

Income Planning
Insurance Solutions
Life Insurance
Retirement Planning
Social Security Maximization

Helping You Prepare

for financial independence

Helping You Prepare

for financial independence

Client Focused

personalized approach

Compass Retirement Advisors LLC.

Our firm is focused on protecting your retirement income from threats that can upset your retirement apple cart without proper planning. Minimizing TAXES – RISK – Medical Expense – Investment Fees & Expenses on your income producing assets are areas where we specialize. Our mission it to review your current planning and make the needed adjustments using innovative financial strategies. Making strong Commitment to you and building life-long relationships are tenants of our success. Many individuals who work with us leave saying “I’ve never heard that before.” We believe we hear that because we are focused on providing a written retirement income plan at no charge to our clients, instead of only offering investments.

Income Planning

Retirement Planning

Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance...

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Life Insurance

Do you have a financial safeguard set up to protect your loved ones after you pass away? With a well-thought-out life insurance plan, you can do just that...

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Retirement Talk

RETIREMENT TALK WITH MIKE GRABER
Each Sunday at 12:30 on 101 Country
WBDC Radio Huntingburg Indiana

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Compass Retirement Advisors LLC.

200 E Broadway St
Suite B
Loogootee, IN 47553
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mgraber@compassra.com
(812) 787-0809

Compass Retirement Advisors LLC. | All Rights Reserved. Investment Advisory Services provided by Creative One Wealth LLC. Compass Retirement Advisors LLC, The Insurance Shop, Inc and Creative One Wealth LLC are unaffiliated entities. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Compass Retirement Advisors LLC. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Insurance products and services are offered through Compass Retirement Advisors LLC. Compass Retirement Advisors, Mike Graber and The Insurance Shop, Inc are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

Investment Advisory Services provided through CreativeOne Wealth LLC, a Registered Investment Advisor. Compass Retirement Advisors LLC, The Insurance Shop, Inc and CreativeOne Wealth LLC are unaffiliated entities. Licensed Insurance Professional. Investment Advisory services are provided in accordance with fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commissions for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS [for advisory services] and the Insurance Agent Disclosure for Annuities form [for annuity recommendations].

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