Compass Rose Financial Planning
 
Welcome

Compass Rose Financial Planning is an independent, fee-only financial planning firm, providing financial planning and investment management services on an hourly basis or a percent of Assets Under Management Fee. We specialize in helping you "Chart Your Financial Future".

Welcome

Our approach to Financial Planning focuses on you and understanding your unique set of financial objectives. We then fashion a customized comprehensive financial plan and investment management strategy tailored to helping you achieve your specific goals.

As independent fee-only financial planners, we are not committed to any investment product or service, and work exclusively for the benefit of our clients. In fact, as a Registered Investment Advisor, Compass Rose has a legal fiduciary obligation to act in each client's best interests. We care deeply about helping our clients achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance.

We look forward to speaking with you about scheduling a complimentary consultation, and getting acquainted with you to show you the financial benefits that can result from our Financial Planning services.

There is no minimum asset requirement

You don't need to be a wealthy to benefit from Financial Planning or Investment Management. We have helped many people, just like you, maximize their investment assets.

 
Call or write us today. We look forward to working with you.
Phone:
760-321-5305 | Email: Info@compassrosefp.com
Compass Rose Financial Planning, Rancho Mirage, California   
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