Services

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IS YOUR FIRM GETTING THE MOST FROM ITS RETIREMENT PLAN

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If the answer is no then we here at Compass Corporate Retirement Solutions would like to speak with you. Our job is to act as an independent ERISA and investment fiduciary., providing unique solutions to meet your firms retirement plan needs.

In a business that is all about relationships we think (and we think you will too) that our independent and objective approach is the solution.

In an ongoing effort to keep our clients and prospective clients current with the ever changing happenings in the corporate retirement industry we have created an interactive web blog dedicated to serving this need (CCRS Blog).

This site allows our current clients, participants, and prospective clients to gain a bit more knowledge about our firm might be the right partner to help your firm reach its retirement plan goals.

Registered Representative offering advisory services through AdviseMe National Advisors, a registered investment advisor.  Securities and additional advisory services offered through Independent Financial Group, LLC, a registered broker-dealer and investment advisor.  AdviseMe National Advisors and Independent Financial Group LLC are unaffiliated entities.  OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130

Member FINRA/SIPC

 

 

 

 

 

Compass Corporate Retirement Solutions is a 401k and pension plan fiduciary ERISA design and plan communication specialist.
Serving Houston, Dallas San Antonio and Austin, TX, Oklahoma City, OK, New Orleans, LA, Jackson, MS, Little Rock, AR.


Registered Representative offering advisory services through AdviseMe National Advisors, a registered investment advisor. Securities and additional advisory services offered through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. AdviseMe National Advisors and Independent Financial Group LLC are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130
 
Member FINRA/SIPC





Compass Corporate Retirement Solutions is a 401k and pension plan fiduciary ERISA design and plan communication specialist. Serving Houston, Dallas San Antonio and Austin, TX, Oklahoma City, OK, New Orleans, LA, Jackson, MS, Little Rock, AR.